Kunthawat Greethong ef78720d32 [research] Methodology research doc + per-theme data-source map + formula refinement proposals ...

- Literature: PEAD (Bernard-Thomas 1990, Fink 2021, Livnat-Mendenhall 2006), EM momentum (lower in EM), multi-criteria EM selection, Thai earnings-surprise thesis
- 5 formula refinements (R1-R5, await user OK): earnings goodwill weight, momentum factor, continuous regime gate, earnings-revision, dividend screen
- Per-theme additional source table (banks NPL reuses reportID 794, utilities EPPO, retail consumer-comfort...) registered via declarative FACTORS

2026-08-26 16:01:25 +07:00

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engineering-log

[docs] append dashboard rebuild log

2026-08-25 20:41:24 +07:00

test-evidence

[verified] bind snapshots to manifests and raw hashes

2026-08-23 14:58:15 +07:00

alternative-factor-source-research.md

[verified] Add BOT auto NPL (credit-quality) factor; deepen auto_credit theme

2026-08-25 19:06:48 +07:00

engineering-log.md

[verified] bind snapshots to manifests and raw hashes

2026-08-23 14:58:15 +07:00

HANDOFF.md

[docs] Record multi-theme + simulation milestone; update HANDOFF next action (extend price universe)

2026-08-25 17:02:26 +07:00

methodology-research.md

[research] Methodology research doc + per-theme data-source map + formula refinement proposals

2026-08-26 16:01:25 +07:00