{
  "ticker": "034020.KS",
  "analysis_asof": "2026-04-16T02:47:33.726853+09:00",
  "market_data_asof": "2026-04-14",
  "level_basis": "daily_close",
  "thesis_state": "constructive",
  "primary_setup": "watch_only",
  "portfolio_stance": "BULLISH",
  "entry_action_base": "WAIT",
  "setup_quality": "DEVELOPING",
  "confidence": 0.63,
  "action_if_triggered": "NONE",
  "starter_fraction_of_target": null,
  "breakout_level": null,
  "breakout_confirmation": "close_above",
  "pullback_buy_zone": null,
  "invalid_if_close_below": null,
  "invalid_if_intraday_below": null,
  "min_relative_volume": 1.0,
  "session_vwap_preference": "indifferent",
  "event_guard": {
    "earnings_date": null,
    "block_new_position_within_days": 0,
    "allow_add_only_after_event": false,
    "requires_post_event_rerun": false
  },
  "reason_codes": [
    "trigger:101,700_krw_종가_돌파와_거래량_확대:_신규는_starter,_기존_보유자는_add_검토로_entr",
    "trigger:100,000_krw_위_안착과_rsi_55-60_진입:_모멘텀_회복_확인",
    "trigger:103,500_krw_돌파_후_유지:_2차_분할_진입_가능성_점검",
    "trigger:106,300_krw_또는_108,800-109,600_krw_접근:_추격보다_일부_이익_보호와_밸류에이션_",
    "trigger:97,500_krw_종가_이탈:_일부_축소와_setup_quality_하향_검토",
    "trigger:95,000_krw_종가_이탈:_방어적_전환_또는_exit_검토",
    "trigger:034020.ks에_직접_연결되는_smr,_원전_수주,_정책_milestone_확인:_rating을_over",
    "trigger:다음_실적에서_반복_가능한_자유현금흐름과_마진_개선_확인:_confidence_상향"
  ],
  "notes": [
    "catalyst:034020.ks가_101,700_krw를_거래량_증가와_함께_종가_기준_돌파하고_100,000_krw_위를",
    "catalyst:약_2,011억_krw로_언급된_034020.ks_외국인_순매수가_지속되고_kospi_위험선호가_유지된다",
    "catalyst:향후_약_두_달_내_smr_1호기_부지_선정_및_관련_프로젝트_세부_내용이_034020.ks에_우호적으로_구",
    "catalyst:원전_및_에너지_인프라_수주_파이프라인이나_ir_메시지가_매출_가시성을_높인다",
    "catalyst:다음_분기_실적에서_영업이익,_순이익,_자유현금흐름_개선이_운전자본_효과를_넘어_반복_가능하다는_증거를_제공",
    "catalyst:자기주식취득결정_정정_공시의_세부_내용이_규모_축소나_지연이_아니라_주주환원_지지를_확인한다"
  ]
}