Commit Graph

3 Commits

Author SHA1 Message Date
Kunthawat Greethong
1e75377732 [verified] Add BOT auto NPL (credit-quality) factor; deepen auto_credit theme
- auto_npl.py: parse BOT Gross NPLs by business (reportID=794); extract auto loan NPL (20,602 mn THB, 3.95% of NPLs, 2.06% of loans)
- /api/v1/themes now exposes auto_npl_pct + auto_npl_amount alongside car-sales volume
- 3 new tests; full suite 188 OK; live verified (themes shows auto_npl_pct 3.95)
2026-08-25 19:06:48 +07:00
Kunthawat Greethong
3f7fccd25b [verified] Add Thai Energy/Refining collector (TOP quarterly financials) replacing EIA US crack spread
- energy_thai.py: scrape Thai Oil (TOP) investor financial-highlights -> quarterly + annual EBITDA/Net Profit/Sales (Million Baht), largest Thai refinery
- Thai-specific factor per user (energy must reflect Thai companies, not US EIA proxy); Krungsri was projection-only, TOP gives real quarterly actuals
- Frequency: quarterly (documented in research note)
- 4 tests; full backend suite 156 OK; compileall ok; static scan clean
2026-08-25 15:13:36 +07:00
Kunthawat Greethong
674dcfd48c [docs] Scope: national-only Thai factors; cancel DLT province scraping; energy = Thai GRM (not US EIA) 2026-08-25 15:03:41 +07:00