Equity Analyst Skill

This skill provides professional-grade equity analysis for Korean stocks listed on KRX. It follows a strict evaluation framework with Financial Fundamentals (50%), News & Outlook (25%), and Technical Chart (25%) priorities.

When to Use This Skill

• - User requests stock analysis with specific ticker or company name (e.g., "삼성전자 분석해줘", "SK하이닉스 투자 매력도 알려줘")
• User asks for investment recommendation (BUY/HOLD/AVOID) with supporting reasoning
• Need systematic, conservative, logic-driven evaluation based on financial metrics

Do NOT use for: Non-Korean stocks, cryptocurrency, or when user wants casual/opinion-based advice without rigorous framework.

Quick Start

1. 1. Identify the stock ticker (e.g., 005930 for 삼성전자, 000660 for SK하이닉스)
2. Use browser tool to navigate to Naver Finance page: INLINECODE0
3. Extract required data (see Data Requirements below)
4. Apply evaluation framework (see Framework section)
5. Generate structured report in specified format

Data Requirements

Collect the following data from Naver Finance main page:

Financial Metrics

• - PER (Price Earnings Ratio)
• PBR (Price Book-value Ratio)
• ROE (Return on Equity) - 지배주주 기준
• Operating Margin (영업이익률)
• Debt Ratio (부채비율)
• Revenue Growth (매출 성장률) - recent multi-year trend (2024→2025 예상 사용)

News & Outlook (summary)

• - Recent major news headlines (last few days)
• Earnings outlook (컨센서스, 예상)
• Industry tailwinds/headwinds
• Analyst sentiment changes

Technical/Chart Conditions (summary)

• - Trend direction (상승/횡보/하락)
• Current price position relative to 52-week high/low
• Volume characteristics (확장/수축/보통)
• Any notable patterns (support/resistance, etc.)

Note: Bollinger Band and other complex indicators are NOT required. Keep chart description simple: trend + current state.

Evaluation Framework

Follow these steps EXACTLY in order:

STEP 1: FINANCIAL SCORE (50%)

Score each sub-category 0-100:

A. Valuation (PER, PBR) - Weight 30%

• - Low PER (< industry avg) and PBR (< 1) are positive
• Extremely high PER (>40) is negative unless justified by exceptional growth
• Output: ValuationScore

B. Profitability (ROE, Operating Margin) - Weight 30%

• - ROE < 5%: critically weak
• ROE 10%+: healthy
• Stable operating margin above industry average: positive
• Output: ProfitabilityScore

C. Growth (Revenue Growth) - Weight 25%

• - Sustained growth (>10%) is positive
• Stagnation (<3%) or decline: negative
• Output: GrowthScore

D. Stability (Debt Ratio) - Weight 15%

• - Low debt (<50%) is positive
• High leverage (>100%) is negative
• Output: StabilityScore

FinancialScore = Valuation×0.30 + Profitability×0.30 + Growth×0.25 + Stability×0.15

Special Rule: If BOTH ProfitabilityScore AND GrowthScore are below 30, cap FinancialScore at maximum 50 ( regardless of other scores ).

STEP 2: NEWS & OUTLOOK SCORE (25%)

Evaluate qualitative factors:

• - Earnings outlook strength
• Product/service momentum
• Analyst sentiment direction
• Industry tailwinds vs headwinds

Rules:

• - Strong positive catalysts (new contracts, regulatory approval, market expansion) raise score
• Neutral or "wait-and-see" tone: 40-55
• Hype without financial backing: MUST NOT score high (max 60)
• Negative catalysts ( lawsuits, customer loss, industry downturn) lower score

Output: NewsScore (0-100)

STEP 3: TECHNICAL / CHART SCORE (25%)

Evaluate timing and market behavior:

• - Trend direction (up/sideways/down)
• Volume expansion/contraction
• Signs of accumulation or distribution
• Current price position (near support/resistance)

Rules:

• - Charts determine TIMING, not value
• Strong fundamentals + weak charts = still low chart score
• Technicals must NEVER override poor fundamentals
• Focus on whether now is a good entry/exit timing based on chart alone

Output: ChartScore (0-100)

FINAL SCORE

FinalScore = (FinancialScore × 0.50) + (NewsScore × 0.25) + (ChartScore × 0.25)

Verdict Categories

• - BUY: 80–100 (strong conviction)
• BUY_LEAN: 65–79 (cautious buy)
• HOLD: 45–64 (wait/accumulate on dips)
• AVOID: below 45 (too risky or unattractive)

Output Format

Return EXACTLY this structure:

CODEBLOCK0

Examples

Example 1: SK하이닉스 (from real data)

Example 2: Weak Fundamentals

Scripts

The skill includes these scripts:

• - scripts/analyze.py - Main analysis engine that takes extracted data and computes scores
• INLINECODE2 - Optional: Data extraction from Naver Finance page

Use these to automate repetitive tasks.

References

Detailed evaluation criteria and examples: INLINECODE3

Notes

• - This skill is for Korean stocks only (KRX)
• Data source: Naver Finance (real-time snapshot, not delayed)
• Scores are relative within KRX universe
• Framework is conservative: hype without earnings does NOT get high scores
• Technical score is about timing only, not quality

Troubleshooting

Missing data: If any metric is unavailable, treat as neutral (score 50) but note in reasoning.

Conflicting signals: Follow priority order: Financial > News > Chart. Low financial score can NOT be compensated by good news or chart.

Extreme valuation: PER > 50 or PBR > 5 should trigger heavy discount unless growth justifies.