{
  "ticker": "278470.KS",
  "analysis_asof": "2026-04-16T03:58:17.087288+09:00",
  "market_data_asof": "2026-04-15",
  "level_basis": "daily_close",
  "thesis_state": "constructive",
  "primary_setup": "watch_only",
  "portfolio_stance": "BULLISH",
  "entry_action_base": "WAIT",
  "setup_quality": "DEVELOPING",
  "confidence": 0.74,
  "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:278470.ks가_396,000_위에서_평균_대비_의미_있게_높은_거래량을_동반",
    "trigger:278470.ks가_408,500을_돌파하고_종가까지_유지",
    "trigger:371,464~358,589_구간_조정에서_거래량이_줄고_가격이_안정",
    "trigger:371,464_이탈이_거래량_증가와_동반되는지_여부",
    "trigger:358,589_하향_이탈_시_거래량_확대_여부",
    "trigger:공식_공시나_실적에서_미국_매출_기여,_마진_추세,_재고_품질,_관세_환급_세부_사항_확인",
    "trigger:외국인_매수세가_둔화_또는_순매도로_전환되는지_여부"
  ],
  "notes": [
    "catalyst:278470.ks가_396,000을_평균_대비_뚜렷한_거래량으로_회복",
    "catalyst:278470.ks가_408,500을_종가로_돌파하고_이후_유지",
    "catalyst:외국인_순매수가_지속되며_글로벌_k뷰티_성장주로_재평가_지속",
    "catalyst:coachella,_medicube,_tiktok_shop,_lisa_노출이_미국_매출_성장과_반복_구매로_",
    "catalyst:관세_환급_규모와_시점이_공식_확인되어_현금흐름_또는_이익에_긍정적으로_반영",
    "catalyst:다음_실적에서_매출_성장,_영업이익률_방어,_강한_잉여현금흐름,_재고_품질이_확인"
  ]
}