The Ibovespa closed higher this Friday, exceeding 161 thousand points at the session’s high, with the shares of Hapvida and Vivara among the positive highlights, during a week of recovery on the São Paulo stock exchange.
The benchmark index of the Brazilian stock exchange, Ibovespa, increased by 0.99%, to 160,766.37 points, after marking 161,263.4 points and 159,189.1 points at the lowest of the day. The financial volume amounted to 20.48 billion reais.
Over the week, Ibovespa advanced 2.16%.
Last Friday, Ibovespa tested 165 thousand points for the first time in its history, but the mood deteriorated after Flávio Bolsonaro presented himself as a candidate for president, triggering a decline of more than 4% at the end of that day.
Throughout the week, with no follow-up to the episode, the atmosphere at B3 calmed down.
“The stock market has adjusted after the shock caused by the announcement of Flávio Bolsonaro’s candidacy for president in 2026,” said the director of a supplementary pension company, foreseeing a short-term recovery trend.
“The impact of this news has already been felt. The risk of moving forward has not been fully taken into account, but it is possible that the application will not be confirmed. We are still far from the deadline for the official definition,” he said.
The week’s adjustments also took place in a context of monetary policy decisions in the United States, with the perception among financial agents of a Federal Reserve that is less “hawkish” than expected.
In Brazil, in turn, the Central Bank has not indicated when it intends to begin a cycle of cuts in the Selic estimated by the market for 2026, while maintaining the rate at 15% per year, the highest level in almost 20 years.
STRENGTHS
– HAPVIDA ON advanced by 5.45%, in a new day of recovery, after renewing its historic closing low on Wednesday. The stock has suffered since the publication of the third quarter results in mid-November. After a drop of more than 40% from the first trading session following the publication of the results, the company announced an 18-month share buyback program.
– VIVARA ON increased by 3.45%, after its board of directors elected Thiago Lima Borges as the new executive chairman, replacing Icaro Borrello. The board of directors also elected Cassiano Lemos da Cunha as director of operations, replacing Bruno Kruel Denardin.
– PETROBRAS PN and PETROBRAS ON appreciated by 1.06% and 1.22% respectively, despite the weakness of oil prices abroad, where the barrel under Brent contract closed down 0.26%. The day before, the public company’s shares had closed with declines of more than 2%.
– ITAÚ UNIBANCO PN advanced by 0.89%, after a week of ups and downs. BTG PACTUAL UNIT closed up 0.93%, while BANCO DO BRASIL ON rose 0.6%, BRADESCO PN rose 0.65% and SANTANDER BRASIL UNIT lost 0.09%.
– VALE ON ended with a negative variation of 0.06%, far from the lowest of the day, marked by an adjustment of the shares, which have progressed during the last three trading sessions, accumulating an increase of more than 3% over the period. In China, the most traded iron ore contract on the Dalian Commodity Exchange ended the day’s session down 0.33%.
– USIMINAS PNA fell 0.67%, closely followed by rival CSN ON, which fell 0.72%, while GERDAU PN rose 0.35%. On the sector’s radar, China plans to set up a licensing system from 2026 to regulate metal exports.
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