earnings-reviewlisted

# Earnings Review Event-driven, never scheduled. Run this when an issuer reports, when a commitment comes due, or before a thesis review that needs first-party numbers. It is not part of any cron path. The output is not a report. It is `memory/earnings/<TICKER>/<period>.json`, and the Markdown you write afterwards is a rendering of that file. ## What the code owns and what you own | Owned by `scripts/data/earnings_review.py` | Owned by you | |---|---| | Source grade `A/B/C` and whether footnote claims are allowed | Reading the filing and paraphrasing what it says | | Cash conversion, FCF, working-capital gaps, dilution, SBC share, margins | Choosing which segments and footnotes matter | | Guidance beat / inline / miss | Recording the commitment and its measurable target | | Promise roll-forward to `met / partial / missed / not_due / unverifiable` | Locating the document that proves the result | | The release gate over the provenance manifest | Deciding whether the period changes the thesis | Never assert a computed number in prose. Run the script and quote its output. ## Step 1 — collect first-party documents Source order is not negotiable: - **US** — SEC filing (10-K/10-Q/8-K) or issuer IR first; `scripts/data/fetch_us_filings.py` supplies the structured XBRL numbers used to verify them. - **HK** — HKEX announcement or issuer IR first; `scripts/data/fetch_fundamentals_em.py` (Eastmoney) is a secondary *structured* source, never a substitute for a footnote. - A th