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:
- Reflect that near-final market heat can be used when the user can still place an IPO order at T0.95.
Changes:
- Added T0_95_final_heat as a separate analyst decision stage with executability and no-leakage rules.
- Added an experimental T0.95 rule overlay for late-order heat scoring and calibration discipline.
- Updated archivist guidance and the market-heat archiver so snapshots can be explicitly stored as T0_95_final_heat.
- Added market_heat_stage to the analysis dataset and refreshed the model report to show T0.95 coverage separately.
Verification:
- Ran py_compile for the modified scripts.
- Checked archive_t0_5_market_heat.py --help for the new --stage option.
- Rebuilt data/snapshots/analysis_model_v0_dataset.csv and reports/2026-06-15_analysis_model_v0.md.
- Ran git diff --check.
Next useful context:
- Current archived heat rows remain T0_5_market_heat only; there are no true T0.95 rows yet.
- external_ipo_history.public_oversubscription_times is still calibration-only unless a comparable value is archived before the executable order cutoff.
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