๐Ÿ“Š raki research
๐ŸŽฏ LEADER2026-08-01

๐ŸŽฏ 2026-08-01 LEADER Marking

Claude CLI๊ฐ€ 7d ์‚ฐ์—… ์ด์Šˆ์—์„œ ์ž๋™ ์ถ”์ถœ ยท ๐Ÿ”ฅ 0 / ๐Ÿ“Œ 1 / ๐Ÿ’ก 0

๐Ÿ”ฅ Critical (0๊ฑด)

๐Ÿ“Œ Watch (1๊ฑด)

๐Ÿ“Œ Watch ๊ธฐ๊ณ„ ๊ธฐ๊ณ„

๋Œ€์›์ „์„ (006340) โ€” ์ฃผ๋ด‰ ์ •๋ฐฐ์—ด ์‹ ๊ทœ ์ง„์ž…

4/13/26/52์ฃผ ์ •๋ฐฐ์—ด ์‹ ๊ทœ ์ „ํ™˜(์ƒ์•  57์ฃผยท์ค‘๋…„ยท์ •๋ฐฐ์—ด 1์ฃผ). ์ด์ต ๊ฐ€์†: ๋ฏธ์ถฉ์กฑ ยท OP YoY None% (๋ธํƒ€ None) ยท ์ปจ์„ผ T0 None%โ†’T+1 None%. ๋ฐœ๊ตด๊ธฐ์ค€ ๋ฏธ์ถฉ์กฑ(ํ†ตํ•ฉ์ด์ต๊ฐ€์† ๋˜๋Š” ์ƒ์• <40) โ€” ๊ด€์ฐฐ. ๋ฐธ๋ฅ˜(PER 81.76ยทPBR 7.83)๋Š” ํ‘œ์‹œ ์ „์šฉ(์Šค์ฝ”์–ด ๋ฏธํฌํ•จ).
๐Ÿ“‹ chain yaml snippet (vault์— ์ถ”๊ฐ€)
  - chain_id: mark-20260801-watch-yaml-0
    name: ๋Œ€์›์ „์„ (006340) โ€” ์ฃผ๋ด‰ ์ •๋ฐฐ์—ด ์‹ ๊ทœ ์ง„์ž…
    L0_trend: 4/13/26/52์ฃผ ์ •๋ฐฐ์—ด ์‹ ๊ทœ ์ „ํ™˜(์ƒ์•  57์ฃผยท์ค‘๋…„ยท์ •๋ฐฐ์—ด 1์ฃผ). ์ด์ต ๊ฐ€์†: ๋ฏธ์ถฉ์กฑ ยท OP YoY None% (๋ธํƒ€ None) ยท ์ปจ์„ผ T0 None%โ†’T+1 None%. ๋ฐœ๊ตด๊ธฐ์ค€ ๋ฏธ์ถฉ์กฑ(ํ†ตํ•ฉ์ด์ต๊ฐ€์† ๋˜๋Š”
    L1_industry: TODO
    L2_bottleneck:
      - TODO
    L3_primary:
      KR:
        - {name: ๋Œ€์›์ „์„ , code: '006340'}
      Global: []
    L4_picks_shovels:
      KR: []
      Global: []
    L5_ecosystem:
      KR: []
      Global: []
    horizon: 1-3y
    confidence: low
    related_chains: []
    sources:
      - "2026-08-01 Claude marking (watch)"
    notes: |
      4/13/26/52์ฃผ ์ •๋ฐฐ์—ด ์‹ ๊ทœ ์ „ํ™˜(์ƒ์•  57์ฃผยท์ค‘๋…„ยท์ •๋ฐฐ์—ด 1์ฃผ). ์ด์ต ๊ฐ€์†: ๋ฏธ์ถฉ์กฑ ยท OP YoY None% (๋ธํƒ€ None) ยท ์ปจ์„ผ T0 None%โ†’T+1 None%. ๋ฐœ๊ตด๊ธฐ์ค€ ๋ฏธ์ถฉ์กฑ(ํ†ตํ•ฉ์ด์ต๊ฐ€์† ๋˜๋Š” ์ƒ์• <40) โ€” ๊ด€์ฐฐ. ๋ฐธ๋ฅ˜(PER 81.76ยทPBR 7.83)๋Š” ํ‘œ์‹œ ์ „์šฉ(์Šค์ฝ”์–ด ๋ฏธํฌํ•จ).