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

Identify the stock ticker (e.g., 005930 for 삼성전자, 000660 for SK하이닉스)

Use browser tool to navigate to Naver Finance page:

https://finance.naver.com/item/main.naver?code={ticker}

Extract required data (see Data Requirements below)
Apply evaluation framework (see Framework section)
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:

1. Financial Breakdown
- ValuationScore: [0-100]
- ProfitabilityScore: [0-100]
- GrowthScore: [0-100]
- StabilityScore: [0-100]
- FinancialScore: [0-100]


NewsScore: [0-100]


ChartScore: [0-100]


Final Investment Attractiveness Score: XX / 100


Verdict: [BUY|BUY_LEAN|HOLD|AVOID]


Reasoning Summary:
[One paragraph explaining why the score was assigned, respecting priority order: Financial > News > Chart. Be conservative, logic-driven. Do NOT give investment advice.]

Examples

Example 1: SK하이닉스 (from real data)

1. Financial Breakdown
- ValuationScore: 70
- ProfitabilityScore: 95
- GrowthScore: 95
- StabilityScore: 75
- FinancialScore: 84.5


NewsScore: 70


ChartScore: 55


Final Investment Attractiveness Score: 73.5 / 100


Verdict: BUY_LEAN


Reasoning Summary:
SK하이닉스는 재무제표가 매우 강력합니다. ROE 43.20%, 영업이익률 46.67%, 43.7%의 매출 성장률은 업계 최상위 수준이며, PER 17.11배는 상대적으로 저평가되어 있습니다. 부채비율 64.12%는 반도체 업체로서 적정범위 내에 있습니다. 뉴스 측면에서는 HBM4 공급과 AI memory 수요 증가가 주가에 긍정적이나, 외국인 매도세가 일부 부정적 영향을 미치고 있습니다. 기술적 측면에서는 장기 상승추세는 유지되고 있으나, 단기적으로 조정 국면에 있어 매수 타이밍에 신중을 기할 필요가 있습니다. 재무적 우수성과 성장성에도 불구, 단기 차트의 불확실성으로 인해 "buy with caution" 상태로 평가됩니다.

Example 2: Weak Fundamentals

... (similar structure) ...
ValuationScore: 25 (PER 150, PBR 8.5 - extremely overvalued)
ProfitabilityScore: 20 (ROE 2%, margin negative)
...
Verdict: AVOID
...

Scripts

The skill includes these scripts:

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

Use these to automate repetitive tasks.

References

Detailed evaluation criteria and examples:

references/framework.md

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.

Equity Analyst

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Equity Analyst Skill

When to Use This Skill

Quick Start

Data Requirements

Financial Metrics

News & Outlook (summary)

Technical/Chart Conditions (summary)

Evaluation Framework

STEP 1: FINANCIAL SCORE (50%)

STEP 2: NEWS & OUTLOOK SCORE (25%)

STEP 3: TECHNICAL / CHART SCORE (25%)

FINAL SCORE

Verdict Categories

Output Format

Examples

Example 1: SK하이닉스 (from real data)

Example 2: Weak Fundamentals

Scripts

References

Notes

Troubleshooting

Quick Start

Manual Installation

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