{
  "ticker": "034020.KS",
  "analysis_asof": "2026-04-17T09:37:19.421790+09:00",
  "market_data_asof": "2026-04-17",
  "level_basis": "daily_close",
  "thesis_state": "constructive",
  "primary_setup": "watch_only",
  "portfolio_stance": "BULLISH",
  "entry_action_base": "WAIT",
  "setup_quality": "DEVELOPING",
  "confidence": 0.62,
  "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:034020.ks가_110800_krw_위에서_종가를_형성하고_최근_돌파일에_준하는_거래량_후속_매수세를_보",
    "trigger:034020.ks가_105700-106500_krw에서_거래량_감소와_함께_지지를_확인하고_rsi가_70_이",
    "trigger:034020.ks가_105700_krw를_하회해_신규_매수_금지와_기존_전술_비중_축소_검토가_필요해짐",
    "trigger:다음_실적에서_영업이익률_확대,_이자비용_부담_완화,_운전자본_효과를_제외한_양의_자유현금흐름,_순부채_추가",
    "trigger:krx와_kospi_위험선호가_개선되고_외국인·기관_순매도_압력이_완화",
    "trigger:110800_krw_재돌파가_거래량_없이_발생하거나_외국인·기관_매도가_지속돼_돌파_추격을_보류해야_하는_상"
  ],
  "notes": [
    "catalyst:034020.ks가_105700-106500_krw를_종가_기준으로_지키고_이후_110800_krw_위로_거",
    "catalyst:원전_공급망,_전력_인프라,_해외_에너지_협력_관련_뉴스가_실제_수주_또는_실적_기대를_높이는_방향으로_이어",
    "catalyst:2025년_4분기_영업현금흐름_1.397조_krw,_자유현금흐름_1.206조_krw,_순부채_감소가_일회성_",
    "catalyst:자사주_취득_정정_공시가_주주가치에_긍정적인_조건으로_명확해짐",
    "catalyst:kospi_위험선호_회복과_함께_외국인·기관의_대형주_매도_압력이_완화"
  ]
}