Request:
Run the scheduled HK IPO analyst refresh as of 2026-06-23T15:00:19Z, refresh online archive facts first, rebuild the analysis dataset, write the latest Chinese broad candidate report, mirror it to reports/README.md, and preserve stage discipline.
Changes:
- Refreshed HKEX current-listing pages, VBKR/Jieli T0.95 market heat, ipohk external history, A/H quote evidence, and current HKEX document searches.
- Archived official HKEX allotment-result PDFs and extracted text for 02335 and 06106; parsed official T1 demand into ipo_demand without copying market heat into official fields.
- Rebuilt analysis_model_v0_dataset.csv and refreshed sync/source snapshots.
- Updated reports/2026-06-23_latest_ipo_candidates_analysis.md and mirrored the same content to reports/README.md, including current ranking, fundamentals, unresolved-D1 risk/reward table, closed/waiting names, 30-day review, guardrails, and sources.
Verification:
- git diff --check
- Rebuilt analysis dataset for 2026-06-23T15:00:19Z
- Python check that reports/README.md matches the dated report and required new facts are present
- Python check that 15:00Z heat has 8 ipo_market_heat rows and current actionable names have no official ipo_demand rows
- Python check that 02335 and 06106 official T1 fields match HKEX allotment results
- Python check that 77 source refs archived at 2026-06-23T15:00:19Z use repo-relative paths, files exist, and hashes match
Next useful context:
- 02335 and 06106 now have official T1 demand, but D1/T2 remain data_gap until listing-day evidence is archived.
- 00901 Yahoo D1 fetch still returns 404; ipohk remains only a third-party cross-check.
Request:
Update the latest HK IPO candidate report with fresh market heat and enforce the new Chinese-name report format.
Changes:
- Archived the 2026-06-23 10:59Z VBKR/Jieli heat snapshot and HKEX Chinese current listings page.
- Backfilled current IPO Chinese names from the HKEX Chinese page, leaving 06228 as data_gap because the official Chinese page lists only the foreign issuer name.
- Refreshed A-share and HKD/CNY raw quote JSON for the A/H overlay.
- Rebuilt analysis snapshots and refreshed the 2026-06-23 latest report plus reports/README.md with dedicated Chinese-name columns.
Verification:
- git diff --check
- Confirmed reports/README.md and reports/2026-06-23_latest_ipo_candidates_analysis.md are identical.
- Checked the report contains the 2026-06-23T10:59:36Z timestamp and latest heat source path.
- Checked old English company-name labels are absent from the refreshed reports.
Next useful context:
- 06228 remains a Chinese-name data_gap unless an official Chinese issuer name source appears.
Request:
- Regenerate the latest HK IPO candidate report.
- Include current IPO candidate refresh, updated subscription heat, A/H dual-listed pricing analysis for 03661 and 01688, and T2 grey-market review context.
Changes:
- Refreshed HKEX current-listing, VBKR/Jieli T0.95 heat, ipohk external history, sync-state, and analysis-model snapshots as of 2026-06-23T08:53:26Z.
- Archived raw Yahoo chart evidence for 300661.SZ, 002600.SZ, and HKD/CNY so the A/H discount overlay has a reproducible local source.
- Regenerated reports/2026-06-23_latest_ipo_candidates_analysis.md and mirrored it to reports/README.md.
- Added the generated model v0 report from the rebuilt analysis dataset.
- Marked T2 grey-market evidence quality explicitly: ipohk grey-market returns are Tier 3 historical summaries, while newer June IPOs remain data_gap.
Verification:
- Confirmed reports/README.md matches the dated latest report with cmp.
- Ran git diff --check and git diff --cached --check.
- Verified all repo-relative paths referenced by the latest report exist.
- Verified source_refs paths are repo-relative, existing, and hash-matching.
- Recomputed A/H overlay values from archived raw JSON: 03661 discount about 46.2%, 01688 discount about 45.1%.
Next useful context:
- The 2026-06-23T08:53:26Z heat snapshot leaves the same 8 currently actionable candidates as the 07:00 refresh, with small heat updates.
- 02335 and 06106 still have no official T1 demand rows in the project archive.
- A/H discounts are valuation anchors, not direct arbitrage, because the A and H shares are not fungible.
Request:
- Run the scheduled hk-ipo-analyst refresh as of 2026-06-23T07:00:25Z.
- Refresh the latest IPO candidate universe and online facts through the archivist before analysis.
- Rebuild the analysis dataset and publish the latest broad candidate report in Simplified Chinese.
Changes:
- Archived the HKEX current new-listing page for 2026-06-23 and added the new 00668 prospectus plus extracted text.
- Archived a fresh VBKR/Jieli T0.95 market-heat snapshot with 8 still-actionable rows while leaving same-day closed names out of the live T0.95 set.
- Archived 06067 and 06132 D1 price-performance responses, refreshed ipohk external history, and archived the 06067 2026-06-23 allotment-results clarification PDF.
- Rebuilt data/snapshots/analysis_model_v0_dataset.csv after the archive refresh.
- Wrote reports/2026-06-23_latest_ipo_candidates_analysis.md and mirrored the same content to reports/README.md.
Verification:
- Ran archive_hkex_current_new_listings.py, archive_hkex_documents.py, backfill_t1_demand_from_text.py, archive_t0_5_market_heat.py, archive_price_performance.py, archive_ipohk_history.py, extract_pdf_text.py, update_sync_state.py, and build_analysis_dataset.py with as-of 2026-06-23T07:00:25Z.
- Confirmed reports/README.md matches the dated report with cmp.
- Ran git diff --check and git diff --cached --check.
- Checked source_refs paths are repo-relative, existing, and hash-matching.
- Checked the latest 8 T0.95 live heat rows remain separate from official T1 demand rows.
Next useful context:
- As of 2026-06-23T07:00:25Z, 02335 and 06106 still have no archived official T1 demand rows and remain T1 data_gap names.
- 06067 D1 was positive at about +30.0%, while 06132 D1 was negative at about -49.6%, reinforcing the 18A-B risk guardrail.
- The 2026-06-23 HKEX current page shows 00668 as a new live candidate; its first VBKR/Jieli heat snapshot was only 0.32x.
Request:
- Run the scheduled hk-ipo-analyst refresh as of 2026-06-22T23:00:18Z.
- Refresh the IPO candidate universe and latest online facts through the archivist before analysis.
- Rebuild the analysis dataset and publish the latest broad candidate report in Simplified Chinese.
Changes:
- Re-archived the HKEX current new-listing page at the requested as-of time and refreshed sync state.
- Archived a fresh VBKR/Jieli T0.95 market-heat snapshot for the 13 actionable candidates while keeping unofficial heat in ipo_market_heat.
- Refreshed ipohk external history, reran official HKEX document/T1 demand and price-performance refreshes, and rebuilt analysis_model_v0_dataset.csv.
- Rewrote reports/2026-06-22_latest_ipo_candidates_analysis.md for the 23:00Z snapshot and mirrored it to reports/README.md.
Verification:
- Ran archive_hkex_current_new_listings.py, archive_hkex_documents.py, backfill_t1_demand_from_text.py, archive_t0_5_market_heat.py, archive_price_performance.py, archive_ipohk_history.py, and build_analysis_dataset.py with as-of 2026-06-22T23:00:18Z.
- Confirmed reports/README.md matches the dated report with cmp.
- Ran git diff --check and git diff --cached --check.
- Checked source_refs paths are repo-relative, existing, and hash-matching.
- Checked the latest 13 T0.95 live heat rows remain separate from official T1 demand rows.
Next useful context:
- The 23:00Z VBKR/Jieli heat values matched the prior 15:47Z values for the 13 active candidates.
- No new official T1 rows were available for 06106 or 02335 as of 2026-06-22T23:00:18Z; keep them as T1 data_gap names.
- Yahoo price refresh wrote no new internal D1 rows; 00901 remains an internal D1 data_gap.
Request:
- Run the scheduled hk-ipo-analyst refresh as of 2026-06-22T15:47:32Z.
- Refresh the IPO candidate universe and network facts through the archivist before analysis.
- Rebuild the analysis dataset and publish the latest broad candidate report in Simplified Chinese.
Changes:
- Archived the HKEX current new-listing page, new official allotment-result PDFs for 06067 and 06132, extracted text, a fresh VBKR/Jieli T0.95 market-heat snapshot, ipohk external history, and recent Yahoo price-performance responses.
- Updated structured SQLite facts and CSV snapshots, including official T1 demand for 06067 and 06132 while keeping live subscription heat in ipo_market_heat.
- Rebuilt data/snapshots/analysis_model_v0_dataset.csv after the archive refresh.
- Rewrote reports/2026-06-22_latest_ipo_candidates_analysis.md and mirrored the same content to reports/README.md.
Verification:
- Ran archive_hkex_current_new_listings.py, archive_hkex_documents.py, backfill_t1_demand_from_text.py, archive_t0_5_market_heat.py, archive_price_performance.py, archive_ipohk_history.py, and build_analysis_dataset.py with as-of 2026-06-22T15:47:32Z.
- Confirmed reports/README.md matches the dated report with cmp.
- Ran git diff --check and git diff --cached --check.
- Checked source_refs paths are repo-relative and existing.
- Checked the latest 13 T0.95 live heat rows remain separate from official T1 demand rows.
Next useful context:
- 06067 and 06132 now have official T1 demand in the archive; 06106 and 02335 remain T1 data_gap names as of this run.
- The 15:47Z VBKR/Jieli live heat values matched the earlier 13:57Z values for active candidates.
- Price refresh still has provider gaps for some historical tickers, including internal D1 price data for 00901.
Request:
- Add historical data around T0.5 margin heat and rebuild the model.
Changes:
- Add external_ipo_history to store third-party historical IPO records separately from true T0.5 market-heat snapshots.
- Add scripts/archive_ipohk_history.py to archive ipohk structured listed IPO history.
- Archive 807 ipohk rows, including final oversubscription, one-lot win rate, grey-market return, and first-day return where available.
- Extend the v0 analysis dataset with true T0.5 market-heat columns and separate external final-heat columns.
- Rebuild reports/2026-06-15_analysis_model_v0.md with T0.5 coverage and external final-heat calibration.
- Add a Chinese report explaining why historical final oversubscription cannot be treated as T0.5 margin snapshots.
- Update analyst and archivist skills to keep T0.5 and external final history separate.
Verification:
- .venv/bin/python -m py_compile scripts/build_analysis_dataset.py scripts/archive_ipohk_history.py scripts/archive_t0_5_market_heat.py
- .venv/bin/python scripts/build_analysis_dataset.py --as-of 2026-06-15T19:20:00Z
- Python sqlite3 PRAGMA integrity_check returned ok and foreign_key_check returned zero rows.
- Confirmed 807 external_ipo_history rows, 792 rows with external final oversubscription, 5 true T0.5 market-heat rows, and 297 analysis dataset rows.
- git diff --cached --check
Next useful context:
- True T0.5 historical backtesting still requires ongoing frozen margin-heat snapshots during each IPO subscription window.
geometrybase