{
  "ticker": "012450.KS",
  "analysis_asof": "2026-04-17T09:25:41.727863+09:00",
  "market_data_asof": "2026-04-16",
  "level_basis": "daily_close",
  "thesis_state": "constructive",
  "primary_setup": "watch_only",
  "portfolio_stance": "BULLISH",
  "entry_action_base": "WAIT",
  "setup_quality": "DEVELOPING",
  "confidence": 0.72,
  "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:1,559,000_krw_위_종가_돌파와_최근_4월_평균을_뚜렷하게_웃도는_거래량_동반",
    "trigger:돌파_후_다음_거래일에도_1,559,000_krw_위_가격_안착_또는_지지_재확인",
    "trigger:1,485,000_krw_부근_되돌림에서_지지_확인_및_rsi_55_이상_안정",
    "trigger:1,600,000_krw_부근_bollinger_상단_접근_시_3월식_거래_참여_회복_여부_확인",
    "trigger:실적·ir_이후_2025-12-31_현금흐름_개선이_단순한_시점_차이나_운전자본_효과만이_아니라는_증거",
    "trigger:새_opendart_계약_또는_수주_발표에서_규모,_마진_품질,_납기_일정이_명확하게_확인됨"
  ],
  "notes": [
    "catalyst:2026-04-01_및_2026-04-10_opendart_단일판매·공급계약_공시가_수주잔고와_매출_가시성을",
    "catalyst:2026-04-15_실적_프리뷰와_ir에서_마진,_수주잔고_품질,_현금_전환율,_가이던스_확인_가능",
    "catalyst:주요_4개_k-방산_기업의_1분기_영업이익이_전년_대비_37.4%_증가한_1.2389조_krw로_예상된다는_",
    "catalyst:중동_방공·미사일_방어_수요가_012450.ks의_수출_수주_기대를_지지",
    "catalyst:103.3십억_krw_규모의_달_관련_프로젝트와_우주·항공_서사가_전통_방산을_넘어선_플랫폼_가치평가를_지지"
  ]
}