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:
- Update the current HK IPO candidates after subscription multiples changed again.
- Refresh the candidate ranking and defensive risk/reward view.
Changes:
- Archived the 2026-06-22T13:57:38Z VBKR/Jieli T0.95 market-heat snapshot.
- Re-archived the HKEX current new-listing page and rebuilt snapshots/model dataset.
- Updated the June 22 candidates report with the latest heat multiples, ranking, execution guidance, and defensive score table.
- Refreshed the model report analysis timestamp.
Verification:
- Ran git diff --check and git diff --cached --check.
- Confirmed SQLite PRAGMA integrity_check = ok.
- Parsed changed CSV snapshots and confirmed 13 latest T0_95_final_heat rows.
- Checked the current candidate ranking against data/snapshots/analysis_model_v0_dataset.csv.
Request:
- Update the latest Hong Kong IPO candidate list and rescore it based on subscription multiples.
Changes:
- Archived the 2026-06-22 HKEX Main Board New Listing Information page, adding 02697, 03952, 06715, and 06915 to the current candidate set.
- Archived and extracted the four new prospectuses, refreshed current HKEX document facts, and rebuilt the v0 analysis dataset to 311 rows.
- Archived a 2026-06-22T08:55:00Z VBKR/Jieli market-heat snapshot and wrote only still-actionable T0.95 rows to avoid look-ahead leakage for already-closed IPOs.
- Improved prospectus date parsing for split weekday/month text, glued noon/commence phrases, and current new-listing expected listing-date updates.
- Added a Chinese 2026-06-22 latest IPO report ranking candidates after the subscription-multiple overlay.
Verification:
- Ran py_compile for archive_hkex_documents.py, archive_t0_5_market_heat.py, archive_hkex_current_new_listings.py, and build_analysis_dataset.py.
- Re-ran HKEX current-page seeding, document archiving, market-heat archiving, and analysis dataset build as of 2026-06-22T08:55:00Z.
- Ran git diff --check and git diff --cached --check.
- Ran SQLite integrity_check and foreign_key_check.
- Verified source_refs paths, file existence, and SHA-256 hashes.
Next useful context:
- 01956 is the only current candidate with both strong T0 structure and >100x actionable heat in this snapshot.
- Recheck 03952 and 06715 near the 2026-06-25 cutoff; their structure is strong but 2026-06-22 heat is below 10x.
- Official T1 allotment facts for 06067 and 06132 were still unavailable at this archive timestamp.
Request:
- Use the project analyst workflow to analyze the latest upcoming Hong Kong IPO candidates.
Changes:
- Refreshed recent HK IPO target coverage through 2026-06-17 and archived current HKEX source updates.
- Archived 06675 allotment results and D1 Yahoo price performance for boundary-case review.
- Archived a 2026-06-17 T0.5 VBKR/Jieli market-heat snapshot for still-actionable 02335 and 06106.
- Rebuilt the v0 analysis dataset and snapshots at 2026-06-17T08:20:00Z.
- Added a Chinese horizontal analyst report ranking 06106, 02335, 06132, 06067, 01392, with 06675 separated as a T1/D1 review sample.
Verification:
- Ran SQLite PRAGMA integrity_check and foreign_key_check.
- Ran git diff --check and git diff --cached --check.
- Confirmed report source paths exist.
Next useful context:
- 06106 is the top still-actionable T0.5 candidate at this as-of time.
- 02335 needs another pre-deadline heat sample before a stronger call.
- 01392, 06067, and 06132 are now mainly waiting for T1 official allotment results.
Request:
- Test whether subscription-period T0.5 market heat data can be captured and incorporated into IPO analysis.
Changes:
- Add an ipo_market_heat table for non-official market-heat snapshots.
- Add a VBKR/Jieli archive script for expected margin subscription multiples.
- Archive the 2026-06-15T18:40:00Z heat snapshot for 01392, 02335, 06067, 06106, and 06132.
- Add an experimental T0.5 overlay rule file and a Chinese cross-IPO trial report.
- Update archivist and analyst skills so T0.5 remains separate from official T1 allotment demand.
Verification:
- .venv/bin/python -m py_compile scripts/archive_t0_5_market_heat.py scripts/build_analysis_dataset.py scripts/update_sync_state.py
- Python sqlite3 PRAGMA integrity_check returned ok and foreign_key_check returned zero rows.
- Confirmed 5 ipo_market_heat rows and 5 t0_5_market_heat source_refs for the frozen snapshot.
- git diff --cached --check
Next useful context:
- T0.5 data is non-official and should be resampled during the subscription window, then compared against T1 official allotment results.
geometrybase