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Hapvida Participações e Investimentos S.A.
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PenkeI guess you are interested in Hapvida Participações e Investimentos S.A.. Buy, hold or sell? I don't know! However, I do recommend doing research before doing anything. I will help you with that.

I'm going to help you getting a better view of Hapvida Participações e Investimentos S.A.. At the end you don't have to ask anyone for trading advice. You can make your own decision, with more confidence, the odds in your favor, backed by data.

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Quick analysis of Hapvida Participações e Investimentos S.A. (30 sec.)










What can you expect buying and holding a share of Hapvida Participações e Investimentos S.A.? (30 sec.)

How much money do you get?

How much money do you get?
R$0.00
When do you have the money?
1 year
How often do you get paid?
96.0%

What is your share worth?

Current worth
R$6.55
Expected worth in 1 year
R$6.56
How sure are you?
84.0%

+ What do you gain per year?

Total Gains per Share
R$0.02
Return On Investment
0.4%

For what price can you sell your share?

Current Price per Share
R$3.70
Expected price per share
R$3 - R$4.02
How sure are you?
50%

1. Valuation of Hapvida Participações e Investimentos S.A. (5 min.)




Live pricePrice per Share (EOD)

R$3.70

Intrinsic Value Per Share

R$4.81 - R$5.78

Total Value Per Share

R$11.36 - R$12.33

2. Growth of Hapvida Participações e Investimentos S.A. (5 min.)




Is Hapvida Participações e Investimentos S.A. growing?

Current yearPrevious yearGrowGrow %
How rich?$9.8b$7.9b$1.9b19.4%

How much money is Hapvida Participações e Investimentos S.A. making?

Current yearPrevious yearGrowGrow %
Making money-$51.4m-$13m-$38.4m-74.6%
Net Profit Margin-3.8%-0.2%--

How much money comes from the company's main activities?

3. Financial Health of Hapvida Participações e Investimentos S.A. (5 min.)




What can you expect buying and holding a share of Hapvida Participações e Investimentos S.A.? (5 min.)

Welcome investor! Hapvida Participações e Investimentos S.A.'s management wants to use your money to grow the business. In return you get a share of Hapvida Participações e Investimentos S.A..

What can you expect buying and holding a share of Hapvida Participações e Investimentos S.A.?

First you should know what it really means to hold a share of Hapvida Participações e Investimentos S.A.. And how you can make/lose money.

Speculation

The Price per Share of Hapvida Participações e Investimentos S.A. is R$3.7. The market price reflects what other people think it is worth; not what it's really worth. Your job is to find out if the market price is fair, overpriced, or underpriced. I will help you with that.

If you buy blind, there is a 50% chance of making or losing money by selling the stock in the future. However, we can look at a few things to determine the odds in our favor:

  • The fundamentals: the financial health trends of Hapvida Participações e Investimentos S.A..
  • The technials: based on market psychology, we can make a calculated estimate of what the price will do in the future. We can do this through technical analysis. We can calculate the probabilities and the expected value (millionaire math). That's called speculation.
  • The book value: what is the market price compared to it's book value.

Investing

If you really want to invest in Hapvida Participações e Investimentos S.A., you will have to let go of the thought of selling in the future. If you have to sell the share for less than you bought it, it can still be a good investment. Focus on what it means to hold the stock forever:

  • You own a part of the company. The equity of this part can grow or shrink. The current Book Value per Share is R$6.55. Based on the TTM, the Book Value Change Per Share is R$0.00 per quarter. Based on the YOY, the Book Value Change Per Share is R$1.28 per quarter.
  • You may receive quarterly/yearly dividend in the form of additional shares.
  • You may receive quarterly/yearly dividend in the form of cash. Based on the TTM the Dividend per Share is R$0.00 per quarter.
Based on historical numbers we can estimate the returns while holding a share of Hapvida Participações e Investimentos S.A..

How much money are you going to get?

 MRQTTMYOY5Y10Y
 R$% of Price per ShareR$% of Price per ShareR$% of Price per ShareR$% of Price per ShareR$% of Price per Share
Usd Eps-0.01-0.1%-0.01-0.2%0.000.0%0.000.0%0.000.1%
Usd Book Value Change Per Share0.00-0.1%0.000.0%0.267.0%0.061.7%0.051.4%
Usd Dividend Per Share0.000.0%0.000.0%0.010.4%0.010.1%0.010.1%
Usd Total Gains Per Share0.00-0.1%0.000.0%0.277.3%0.071.8%0.061.6%
Usd Price Per Share0.94-0.84-1.77-5.00-4.43-
Price to Earnings Ratio-42.82--34.54-89.45-243.11-218.92-
Price-to-Total Gains Ratio-228.90--96.26--2,319.85-285.10-284.07-
Price to Book Ratio0.72-0.64-2.79-27.60-26.76-
Price-to-Total Gains Ratio-228.90--96.26--2,319.85-285.10-284.07-

When do you get the money?

Usd Investment
$.00
Usd Price Per Share0.7437
Number of shares1344
Gains per QuarterTrailing 12 Months5 Year
Usd Dividend Per Share0.000.01
Usd Book Value Change Per Share0.000.06
Usd Total Gains Per Share0.000.07
Gains per Quarter (1344 shares)1.0689.26
Gains per Year (1344 shares)4.24357.05
YearsReturn on Investment (TTM)Return on Investment (5Y)
 DividendBook Value gainTotal gainsDividendBook Value gainTotal gains
Broker costs---10---10
122-629328347
245-257657704
3672869851061
489611413141418
59121014316421775
611141417119712132
713171820022992489
815192222926282846
917212625729563203
1019243028632853560

How sure are you?

Based on the past periods, how sure are you to get value out of your investment.

Linear %
 Trailing 12 Months3Y5 Year10 YearALLTIME
  % % % % %
Earnings Per Share0.04.00.00.0%6.06.00.050.0%14.06.00.070.0%19.06.00.076.0%19.06.00.076.0%
Book Value Change Per Share1.03.00.025.0%5.07.00.041.7%13.07.00.065.0%17.07.01.068.0%17.07.01.068.0%
Dividend per Share3.00.01.075.0%11.00.01.091.7%19.00.01.095.0%24.00.01.096.0%24.00.01.096.0%
Total Gains per Share1.03.00.025.0%8.04.00.066.7%16.04.00.080.0%21.04.00.084.0%21.04.00.084.0%

Fundamentals of Hapvida Participações e Investimentos S.A.

About Hapvida Participações e Investimentos S.A.

Hapvida Participações e Investimentos S.A., together with its subsidiaries, operates in the health sector in Brazil. The company offers medical and dental insurance plans. It also provides medical and paramedical, laboratory, diagnostic, imaging, and ultrasound services, as well as organizes courses, lectures, seminars, and other events. In addition, the company engages in the administration, advisory, implementation, and sale of individual, family, and collective health care systems and plans; and reimbursement of medical, dental, hospital, and healthcare expenses to its beneficiaries, as well as provides medical and hospital care services. The company operates a network of 49 hospitals, 49 emergency units, 205 clinics, and 178 diagnostic units. The company was founded in 1979 and is based in Fortaleza, Brazil.

Fundamental data was last updated by Penke on 2024-03-09 22:28:03.

Financial Health

Profitability Details
 Compared to previous yearCompared to industry
The company is making a loss.
Using its assets, the company is very inefficient in making profit.
Using its investors money, the company is very inefficient in making profit.
Operating Efficiency Details
 Compared to previous yearCompared to industry
The company is operating less efficient.
The company is less efficient in keeping operating costs low.
Liquidity Details
 Compared to previous yearCompared to industry
The company is just able to pay all its short-term debts.
The company is very able to pay all its short-term debts with the most liquid assets.
Solvency Details
 Compared to previous yearCompared to industry
The company is very able to pay all its debts by selling its assets.
The company is very able to pay all its debts with equity.

Valuation

Valuation Details
 Compared to previous yearCompared to industry
Based on the equity, the company is cheap.
Based on the earnings, the company is expensive.
Based on how much money comes from the company's main activities, the company is expensive.

1.1. Profitability of Hapvida Participações e Investimentos S.A..

1.1. Profitability
1.1.1. Net Profit Margin

Measures how much net profit Hapvida Participações e Investimentos S.A. earns for each R$1 of revenue.

  • Above 10% is considered healthy but always compare Hapvida Participações e Investimentos S.A. to the Insurance - Life industry mean.
  • A Net Profit Margin of -3.0% means that R$-0.03 for each R$1 in revenue is generated as profit.

Let's take a look of the Net Profit Margin trends of Hapvida Participações e Investimentos S.A.:

  • The MRQ is -3.0%. The company is making a loss. -1
  • The TTM is -3.8%. The company is making a loss. -1
Trends
Current periodCompared to+/- 
MRQ-3.0%TTM-3.8%+0.8%
TTM-3.8%YOY-0.2%-3.7%
TTM-3.8%5Y5.6%-9.4%
5Y5.6%10Y7.1%-1.5%
1.1.2. Return on Assets

Shows how efficient Hapvida Participações e Investimentos S.A. is using its assets to generate profit.

  • Above 5% is considered healthy but always compare Hapvida Participações e Investimentos S.A. to the Insurance - Life industry mean.
  • -0.3% Return on Assets means that Hapvida Participações e Investimentos S.A. generated R$0.00 profit for each $1 in assets.

Let's take a look of the Return on Assets trends of Hapvida Participações e Investimentos S.A.:

  • The MRQ is -0.3%. Using its assets, the company is very inefficient in making profit. -2
  • The TTM is -0.3%. Using its assets, the company is very inefficient in making profit. -2
Trends
Current periodCompared to+/- 
MRQ-0.3%TTM-0.3%+0.1%
TTM-0.3%YOY0.1%-0.4%
TTM-0.3%5Y1.1%-1.5%
5Y1.1%10Y1.5%-0.4%
1.1.3. Return on Equity

Shows how efficient Hapvida Participações e Investimentos S.A. is using its investors money to generate profit.

  • Above 15%-20% is considered healthy but always compare Hapvida Participações e Investimentos S.A. to the Insurance - Life industry mean.
  • -0.4% Return on Equity means Hapvida Participações e Investimentos S.A. generated R$0.00 for each R$1 the owners (shareholders) invested.

Let's take a look of the Return on Equity trends of Hapvida Participações e Investimentos S.A.:

  • The MRQ is -0.4%. Using its investors money, the company is very inefficient in making profit. -2
  • The TTM is -0.5%. Using its investors money, the company is very inefficient in making profit. -2
Trends
Current periodCompared to+/- 
MRQ-0.4%TTM-0.5%+0.1%
TTM-0.5%YOY0.2%-0.8%
TTM-0.5%5Y1.8%-2.3%
5Y1.8%10Y4.3%-2.5%

1.2. Operating Efficiency of Hapvida Participações e Investimentos S.A..

1.2. Operating Efficiency
1.2.1. Operating Margin

Measures how efficient Hapvida Participações e Investimentos S.A. is operating .

  • Measures how much profit Hapvida Participações e Investimentos S.A. makes for each R$1 of sales after paying variable costs (production costs, wages, etc) but before taxes.
  • Above 15% is considered healthy but always compare Hapvida Participações e Investimentos S.A. to the Insurance - Life industry mean.
  • An Operating Margin of 4.8% means the company generated R$0.05  for each R$1 in revenue (before taxes).

Let's take a look of the Operating Margin trends of Hapvida Participações e Investimentos S.A.:

  • The MRQ is 4.8%. The company is operating less efficient.
  • The TTM is 2.8%. The company is operating less efficient.
Trends
Current periodCompared to+/- 
MRQ4.8%TTM2.8%+2.0%
TTM2.8%YOY4.2%-1.5%
TTM2.8%5Y13.9%-11.1%
5Y13.9%10Y14.5%-0.7%
1.2.2. Operating Ratio

Measures how efficient Hapvida Participações e Investimentos S.A. is keeping operating costs low.

  • Below 1 is considered healthy (always compare to Insurance - Life industry mean).
  • An Operation Ratio of 0.98 means that the operating costs are R$0.98 for each R$1 in net sales.

Let's take a look of the Operating Ratio trends of Hapvida Participações e Investimentos S.A.:

  • The MRQ is 0.975. The company is less efficient in keeping operating costs low.
  • The TTM is 0.986. The company is less efficient in keeping operating costs low.
Trends
Current periodCompared to+/- 
MRQ0.975TTM0.986-0.011
TTM0.986YOY0.984+0.002
TTM0.9865Y1.173-0.187
5Y1.17310Y1.158+0.015

1.3. Liquidity of Hapvida Participações e Investimentos S.A..

1.3. Liquidity
1.3.1. Current Ratio

Measures if Hapvida Participações e Investimentos S.A. is able to pay off Short-term Debt.

  • Above 1.5 is considered healthy (always compare to Insurance - Life industry mean).
  • A Current Ratio of 1.05 means the company has R$1.05 in assets for each R$1 in short-term debts.

Let's take a look of the Current Ratio trends of Hapvida Participações e Investimentos S.A.:

  • The MRQ is 1.050. The company is just able to pay all its short-term debts.
  • The TTM is 1.049. The company is just able to pay all its short-term debts.
Trends
Current periodCompared to+/- 
MRQ1.050TTM1.049+0.001
TTM1.049YOY1.052-0.002
TTM1.0495Y1.320-0.271
5Y1.32010Y1.186+0.134
1.3.2. Quick Ratio

Measures if Hapvida Participações e Investimentos S.A. is able to pay off Short-term Debt but only using the most liquid assets.

  • Above 1 is considered healthy but always compare Hapvida Participações e Investimentos S.A. to the Insurance - Life industry mean.
  • A Quick Ratio of 1.54 means the company can pay off R$1.54 for each R$1 in debt (using most liquid assets).

Let's take a look of the Quick Ratio trends of Hapvida Participações e Investimentos S.A.:

  • The MRQ is 1.537. The company is very able to pay all its short-term debts with the most liquid assets. +2
  • The TTM is 1.508. The company is very able to pay all its short-term debts with the most liquid assets. +2
Trends
Current periodCompared to+/- 
MRQ1.537TTM1.508+0.029
TTM1.508YOY1.405+0.103
TTM1.5085Y1.713-0.206
5Y1.71310Y1.468+0.246

1.4. Solvency of Hapvida Participações e Investimentos S.A..

1.3. Liquidity
1.4.1. Debt to Asset Ratio

Measures how much % of Hapvida Participações e Investimentos S.A. assets are financed with debt.

  • Below 1 (100%) is considered healthy but always compare Hapvida Participações e Investimentos S.A. to Insurance - Life industry mean.
  • A Debt to Asset Ratio of 0.34 means that Hapvida Participações e Investimentos S.A. assets are financed with 34.3% credit (debt) and the remaining percentage (100% - 34.3%) is financed by its owners/shareholders. 

Let's take a look of the Debt to Asset Ratio trends of Hapvida Participações e Investimentos S.A.:

  • The MRQ is 0.343. The company is very able to pay all its debts by selling its assets. +2
  • The TTM is 0.340. The company is very able to pay all its debts by selling its assets. +2
Trends
Current periodCompared to+/- 
MRQ0.343TTM0.340+0.003
TTM0.340YOY0.363-0.023
TTM0.3405Y0.372-0.033
5Y0.37210Y0.385-0.013
1.4.2. Debt to Equity Ratio

Measures if Hapvida Participações e Investimentos S.A. is able to pay off its debts by using shareholders equity.

  • Below 2 is considered healthy but always compare Hapvida Participações e Investimentos S.A. to the Insurance - Life industry mean.
  • A Debt to Equity ratio of 52.2% means that company has R$0.52 debt for each R$1 in shareholders equity.

Let's take a look of the Debt to Equity Ratio trends of Hapvida Participações e Investimentos S.A.:

  • The MRQ is 0.522. The company is very able to pay all its debts with equity. +2
  • The TTM is 0.515. The company is very able to pay all its debts with equity. +2
Trends
Current periodCompared to+/- 
MRQ0.522TTM0.515+0.007
TTM0.515YOY0.597-0.082
TTM0.5155Y0.605-0.090
5Y0.60510Y0.818-0.213

2. Market Valuation of Hapvida Participações e Investimentos S.A.

2.1. Earnings Per Share
2.1. Price to Earnings Ratio

Measures how much money you pay for each share for every R$1 in earnings Hapvida Participações e Investimentos S.A. generates.

  • Above 15 is considered overpriced but always compare Hapvida Participações e Investimentos S.A. to the Insurance - Life industry mean.
  • A PE ratio of -42.82 means the investor is paying R$-42.82 for every R$1 in earnings.

Let's take a look of the Price to Earnings Ratio trends of Hapvida Participações e Investimentos S.A.:

  • The EOD is -33.709. Based on the earnings, the company is expensive. -2
  • The MRQ is -42.820. Based on the earnings, the company is expensive. -2
  • The TTM is -34.536. Based on the earnings, the company is expensive. -2
Trends
Current periodCompared to+/- 
EOD-33.709MRQ-42.820+9.111
MRQ-42.820TTM-34.536-8.284
TTM-34.536YOY89.452-123.988
TTM-34.5365Y243.110-277.646
5Y243.11010Y218.924+24.185
2.2. Price To Free Cash Flow Ratio

Let's take a look of the Price To Free Cash Flow Ratio trends of Hapvida Participações e Investimentos S.A.:

  • The EOD is 7.836. Based on how much money comes from the company's main activities, the company is cheap. +2
  • The MRQ is 9.953. Based on how much money comes from the company's main activities, the company is cheap. +2
  • The TTM is -32.232. Based on how much money comes from the company's main activities, the company is expensive. -2
Trends
Current periodCompared to+/- 
EOD7.836MRQ9.953-2.118
MRQ9.953TTM-32.232+42.185
TTM-32.232YOY112.085-144.317
TTM-32.2325Y241.401-273.633
5Y241.40110Y229.523+11.878
2. Book Value per Share
2.3. Price to Book Ratio

Measures if the stock price of Hapvida Participações e Investimentos S.A. is to cheap or to expensive compared to its book value.

  • At or below 1 is considered healthy (always compare to Insurance - Life industry mean).
  • A PB ratio of 0.72 means the investor is paying R$0.72 for each R$1 in book value.

Let's take a look of the Price to Book Ratio trends of Hapvida Participações e Investimentos S.A.:

  • The EOD is 0.565. Based on the equity, the company is cheap. +2
  • The MRQ is 0.717. Based on the equity, the company is cheap. +2
  • The TTM is 0.642. Based on the equity, the company is cheap. +2
Trends
Current periodCompared to+/- 
EOD0.565MRQ0.717-0.153
MRQ0.717TTM0.642+0.075
TTM0.642YOY2.790-2.147
TTM0.6425Y27.598-26.956
5Y27.59810Y26.765+0.834
2. Total Gains per Share

3. Summary

3.1. Key Performance Indicators

The key performance indicators of Hapvida Participações e Investimentos S.A. compared to the Most Recent Quarter (MRQ).

 End of day+/-Most Recent QuarterTrailing 12 Months+/-Year-Over-Year+/-5 Year+/-10 Year+/-
Book Value Change Per Share---0.0240.002-1202%1.282-102%0.304-108%0.262-109%
Book Value Per Share--6.5546.526+0%5.260+25%2.927+124%2.385+175%
Current Ratio--1.0501.049+0%1.0520%1.320-20%1.186-11%
Debt To Asset Ratio--0.3430.340+1%0.363-5%0.372-8%0.385-11%
Debt To Equity Ratio--0.5220.515+1%0.597-13%0.605-14%0.818-36%
Dividend Per Share--0.0040.002+102%0.069-95%0.026-87%0.025-86%
Eps---0.027-0.034+25%-0.009-68%0.006-568%0.010-385%
Free Cash Flow Per Share--0.1180.034+243%0.002+5032%0.016+645%0.016+643%
Free Cash Flow To Equity Per Share---0.0490.009-669%0.026-285%0.072-168%0.071-168%
Gross Profit Margin--2.7832.462+13%-1.219+144%0.584+377%0.627+344%
Intrinsic Value_10Y_max--5.776--------
Intrinsic Value_10Y_min--4.809--------
Intrinsic Value_1Y_max--0.119--------
Intrinsic Value_1Y_min--0.117--------
Intrinsic Value_3Y_max--0.708--------
Intrinsic Value_3Y_min--0.669--------
Intrinsic Value_5Y_max--1.720--------
Intrinsic Value_5Y_min--1.566--------
Market Cap27731907532.800-27%35227017676.80031448208858.315+12%66069395919.360-47%186265974104.463-81%165169238709.977-79%
Net Profit Margin---0.030-0.038+28%-0.002-95%0.056-154%0.071-142%
Operating Margin--0.0480.028+71%0.042+12%0.139-66%0.145-67%
Operating Ratio--0.9750.986-1%0.984-1%1.173-17%1.158-16%
Pb Ratio0.565-27%0.7170.642+12%2.790-74%27.598-97%26.765-97%
Pe Ratio-33.709+21%-42.820-34.536-19%89.452-148%243.110-118%218.924-120%
Price Per Share3.700-27%4.7004.195+12%8.815-47%24.852-81%22.037-79%
Price To Free Cash Flow Ratio7.836-27%9.953-32.232+424%112.085-91%241.401-96%229.523-96%
Price To Total Gains Ratio-180.200+21%-228.902-96.261-58%-2319.851+913%285.105-180%284.072-181%
Quick Ratio--1.5371.508+2%1.405+9%1.713-10%1.468+5%
Return On Assets---0.003-0.003+26%0.001-450%0.011-125%0.015-119%
Return On Equity---0.004-0.005+25%0.002-276%0.018-123%0.043-110%
Total Gains Per Share---0.0210.004-623%1.351-102%0.330-106%0.287-107%
Usd Book Value--9873738678.0009833161752.750+0%7923748685.250+25%4409553185.550+124%3592598584.800+175%
Usd Book Value Change Per Share---0.0050.000-1202%0.258-102%0.061-108%0.053-109%
Usd Book Value Per Share--1.3171.312+0%1.057+25%0.588+124%0.479+175%
Usd Dividend Per Share--0.0010.000+102%0.014-95%0.005-87%0.005-86%
Usd Eps---0.006-0.007+25%-0.002-68%0.001-568%0.002-385%
Usd Free Cash Flow--177844197.00051907496.250+243%3465390.750+5032%23861373.300+645%23936141.280+643%
Usd Free Cash Flow Per Share--0.0240.007+243%0.000+5032%0.003+645%0.003+643%
Usd Free Cash Flow To Equity Per Share---0.0100.002-669%0.005-285%0.014-168%0.014-168%
Usd Market Cap5574113414.093-27%7080630553.0376321089980.521+12%13279948579.791-47%37439460794.997-81%33199016980.705-79%
Usd Price Per Share0.744-27%0.9450.843+12%1.772-47%4.995-81%4.429-79%
Usd Profit---41339469.000-51496752.750+25%-13072336.500-68%8847075.300-567%12805243.680-423%
Usd Revenue--1383254664.0001354254635.250+2%997224164.250+39%700423202.550+97%594837574.920+133%
Usd Total Gains Per Share---0.0040.001-623%0.272-102%0.066-106%0.058-107%
 EOD+4 -4MRQTTM+24 -12YOY+18 -185Y+15 -2110Y+16 -20

3.2. Fundamental Score

Let's check the fundamental score of Hapvida Participações e Investimentos S.A. based on Penke's default stock scanner.

Penke's Stock Scanner

  
  
IndicatorConditionValue
Price to Earnings Ratio (EOD)Between0-15-33.709
Price to Book Ratio (EOD)Between0-10.565
Net Profit Margin (MRQ)Greater than0-0.030
Operating Margin (MRQ)Greater than00.048
Quick Ratio (MRQ)Greater than11.537
Current Ratio (MRQ)Greater than11.050
Debt to Asset Ratio (MRQ)Less than10.343
Debt to Equity Ratio (MRQ)Less than10.522
Return on Equity (MRQ)Greater than0.15-0.004
Return on Assets (MRQ)Greater than0.05-0.003
Total6/10 (60.0%)

3.3. Technical Score

Let's check the technical score of Hapvida Participações e Investimentos S.A. based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5042.201
Ma 20Greater thanMa 503.840
Ma 50Greater thanMa 1003.764
Ma 100Greater thanMa 2004.081
OpenGreater thanClose3.710
Total2/5 (40.0%)



Latest Balance Sheet

Balance Sheet of 2023-09-30. Currency in BRL. All numbers in thousands.

Summary
Total Assets74,771,863
Total Liabilities25,648,785
Total Stockholder Equity49,114,428
 As reported
Total Liabilities 25,648,785
Total Stockholder Equity+ 49,114,428
Total Assets = 74,771,863

Assets

Total Assets74,771,863
Total Current Assets8,911,269
Long-term Assets65,860,594
Total Current Assets
Cash And Cash Equivalents 639,663
Short-term Investments 4,780,442
Net Receivables 2,839,909
Inventory 286,016
Other Current Assets 365,239
Total Current Assets  (as reported)8,911,269
Total Current Assets  (calculated)8,911,269
+/-0
Long-term Assets
Property Plant Equipment 7,020,067
Goodwill 44,319,317
Intangible Assets 6,863,016
Long-term Assets Other 7,622,749
Long-term Assets  (as reported)65,860,594
Long-term Assets  (calculated)65,825,149
+/- 35,445

Liabilities & Shareholders' Equity

Total Current Liabilities8,485,482
Long-term Liabilities17,163,303
Total Stockholder Equity49,114,428
Total Current Liabilities
Short-term Debt 2,333,916
Short Long Term Debt 2,182,484
Accounts payable 357,962
Other Current Liabilities 5,793,604
Total Current Liabilities  (as reported)8,485,482
Total Current Liabilities  (calculated)10,667,966
+/- 2,182,484
Long-term Liabilities
Long term Debt Total 11,907,399
Capital Lease Obligations 3,343,094
Long-term Liabilities  (as reported)17,163,303
Long-term Liabilities  (calculated)15,250,493
+/- 1,912,810
Total Stockholder Equity
Common Stock38,866,199
Retained Earnings -709,118
Accumulated Other Comprehensive Income 10,069,658
Other Stockholders Equity 887,689
Total Stockholder Equity (as reported)49,114,428
Total Stockholder Equity (calculated)49,114,428
+/-0
Other
Capital Stock38,866,199
Cash And Equivalents639,663
Cash and Short Term Investments 5,420,105
Common Stock Shares Outstanding 6,855,633
Liabilities and Stockholders Equity 74,771,863
Net Debt 13,601,652
Net Invested Capital 60,012,649
Net Working Capital 425,787
Property Plant and Equipment Gross 9,791,951
Short Long Term Debt Total 14,241,315



Balance Sheet

Currency in BRL. All numbers in thousands.

 Trend2023-09-302023-06-302023-03-312022-12-312022-09-302022-06-302022-03-312021-12-312021-09-302021-06-302021-03-312020-12-312020-09-302020-06-302020-03-312019-12-312019-09-302019-06-302019-03-312018-12-312018-09-302018-06-302018-03-312017-12-312017-03-312016-12-312015-12-312014-12-31
> Total Assets 
1,104,790
1,426,159
1,934,619
0
2,614,945
2,694,052
5,033,300
4,925,211
4,876,674
5,978,751
6,087,942
10,896,094
12,453,686
12,798,020
13,248,765
13,152,761
13,519,719
13,794,698
17,305,814
17,404,288
21,034,389
72,662,411
71,950,629
71,127,962
73,213,730
73,394,000
75,034,386
74,771,863
74,771,86375,034,38673,394,00073,213,73071,127,96271,950,62972,662,41121,034,38917,404,28817,305,81413,794,69813,519,71913,152,76113,248,76512,798,02012,453,68610,896,0946,087,9425,978,7514,876,6744,925,2115,033,3002,694,0522,614,94501,934,6191,426,1591,104,790
   > Total Current Assets 
0
0
0
0
0
1,493,477
1,412,800
1,385,731
1,275,954
1,227,313
1,926,258
1,934,209
2,161,302
2,754,239
3,280,376
3,432,498
3,502,091
3,689,238
3,749,082
3,710,513
3,318,191
7,795,070
7,167,574
6,945,760
7,931,902
7,600,600
9,179,331
8,911,269
8,911,2699,179,3317,600,6007,931,9026,945,7607,167,5747,795,0703,318,1913,710,5133,749,0823,689,2383,502,0913,432,4983,280,3762,754,2392,161,3021,934,2091,926,2581,227,3131,275,9541,385,7311,412,8001,493,47700000
       Cash And Cash Equivalents 
5,765
26,336
56,851
0
104,209
347,750
113,000
89,154
185,484
143,035
142,951
169,620
224,229
497,971
206,931
172,187
143,212
175,819
226,616
506,142
347,256
1,016,801
593,358
568,707
1,267,915
364,200
547,962
639,663
639,663547,962364,2001,267,915568,707593,3581,016,801347,256506,142226,616175,819143,212172,187206,931497,971224,229169,620142,951143,035185,48489,154113,000347,750104,209056,85126,3365,765
       Short-term Investments 
201,095
416,544
442,327
0
802,814
572,823
671,900
620,000
702,363
639,817
1,093,973
1,151,589
1,180,418
1,390,964
2,157,611
2,396,176
2,334,120
2,362,159
2,270,857
2,028,356
1,720,024
3,336,818
3,528,039
3,269,011
3,331,741
4,049,500
5,187,753
4,780,442
4,780,4425,187,7534,049,5003,331,7413,269,0113,528,0393,336,8181,720,0242,028,3562,270,8572,362,1592,334,1202,396,1762,157,6111,390,9641,180,4181,151,5891,093,973639,817702,363620,000671,900572,823802,8140442,327416,544201,095
       Net Receivables 
0
0
0
0
0
385,347
430,700
479,069
218,034
167,571
173,709
146,129
457,470
358,753
327,340
314,772
433,426
487,727
704,723
626,145
712,177
1,752,824
2,372,056
2,480,695
2,660,855
2,564,800
2,797,795
2,839,909
2,839,9092,797,7952,564,8002,660,8552,480,6952,372,0561,752,824712,177626,145704,723487,727433,426314,772327,340358,753457,470146,129173,709167,571218,034479,069430,700385,34700000
       Other Current Assets 
0
0
0
0
0
175,004
182,300
185,140
150,886
68,590
307,400
363,238
226,481
252,934
284,451
257,502
305,551
1,015,690
1,107,622
1,034,737
1,093,978
898,692
345,438
341,214
390,632
357,900
360,452
365,239
365,239360,452357,900390,632341,214345,438898,6921,093,9781,034,7371,107,6221,015,690305,551257,502284,451252,934226,481363,238307,40068,590150,886185,140182,300175,00400000
   > Long-term Assets 
0
0
0
0
0
0
0
0
0
4,751,438
4,161,684
8,961,885
10,292,384
10,043,781
9,968,389
9,720,263
10,017,628
10,105,460
13,556,732
13,693,775
17,716,198
64,867,341
64,783,055
64,182,202
65,281,828
65,793,400
65,855,055
65,860,594
65,860,59465,855,05565,793,40065,281,82864,182,20264,783,05564,867,34117,716,19813,693,77513,556,73210,105,46010,017,6289,720,2639,968,38910,043,78110,292,3848,961,8854,161,6844,751,438000000000
       Property Plant Equipment 
202,605
222,781
217,348
0
290,622
331,186
361,600
395,668
414,528
1,256,855
1,344,303
1,382,034
2,100,319
2,107,161
2,146,517
2,195,084
2,241,533
2,280,512
2,449,729
2,603,532
3,010,935
6,699,366
6,771,510
6,789,181
7,304,735
6,385,100
6,783,743
7,020,067
7,020,0676,783,7436,385,1007,304,7356,789,1816,771,5106,699,3663,010,9352,603,5322,449,7292,280,5122,241,5332,195,0842,146,5172,107,1612,100,3191,382,0341,344,3031,256,855414,528395,668361,600331,186290,6220217,348222,781202,605
       Goodwill 
40,629
16,065
16,065
0
23,158
23,158
0
50,436
36,452
38,180
38,180
80,969
2,477,311
2,503,982
2,550,360
2,448,787
2,713,749
2,713,749
4,556,160
4,807,734
5,092,448
42,461,149
42,390,024
42,472,987
43,862,750
44,474,927
44,466,775
44,319,317
44,319,31744,466,77544,474,92743,862,75042,472,98742,390,02442,461,1495,092,4484,807,7344,556,1602,713,7492,713,7492,448,7872,550,3602,503,9822,477,31180,96938,18038,18036,45250,436023,15823,158016,06516,06540,629
       Long Term Investments 
0
0
0
0
0
582,755
2,938,400
2,784,760
2,685,643
2,981,246
2,258,435
6,924,444
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
00000000000000006,924,4442,258,4352,981,2462,685,6432,784,7602,938,400582,75500000
       Intangible Assets 
45,448
18,446
18,042
0
41,274
17,814
85,200
23,660
47,807
102,747
97,052
97,597
2,828,545
2,786,136
2,634,245
2,547,829
2,808,554
2,712,857
2,736,587
2,607,193
2,464,061
10,002,791
9,883,922
9,436,883
7,887,996
7,563,219
7,215,024
6,863,016
6,863,0167,215,0247,563,2197,887,9969,436,8839,883,92210,002,7912,464,0612,607,1932,736,5872,712,8572,808,5542,547,8292,634,2452,786,1362,828,54597,59797,052102,74747,80723,66085,20017,81441,274018,04218,44645,448
       Long-term Assets Other 
0
0
0
0
0
0
0
0
0
38,454
38,372
38,742
45,880
45,888
45,823
44,668
45,837
2,884,641
2,880,087
2,647,809
2,369,190
4,163,687
5,753,554
5,570,090
5,781,838
7,578,200
7,922,338
7,622,749
7,622,7497,922,3387,578,2005,781,8385,570,0905,753,5544,163,6872,369,1902,647,8092,880,0872,884,64145,83744,66845,82345,88845,88038,74238,37238,454000000000
> Total Liabilities 
853,918
1,094,089
1,424,024
0
2,142,942
2,008,397
1,667,700
1,369,360
1,270,819
2,158,502
2,158,759
4,187,868
5,191,801
5,373,988
5,546,084
5,312,071
5,690,507
5,811,882
6,640,405
6,784,367
10,461,395
23,514,641
23,042,473
22,070,341
24,457,019
24,929,700
25,693,664
25,648,785
25,648,78525,693,66424,929,70024,457,01922,070,34123,042,47323,514,64110,461,3956,784,3676,640,4055,811,8825,690,5075,312,0715,546,0845,373,9885,191,8014,187,8682,158,7592,158,5021,270,8191,369,3601,667,7002,008,3972,142,94201,424,0241,094,089853,918
   > Total Current Liabilities 
0
0
0
0
0
1,695,143
1,359,900
1,050,106
987,496
1,088,827
1,024,576
1,039,204
1,745,423
1,931,156
2,111,099
1,887,848
2,120,613
2,303,004
2,653,804
3,267,099
3,184,452
7,342,721
6,745,786
6,676,965
7,474,525
8,152,400
7,959,121
8,485,482
8,485,4827,959,1218,152,4007,474,5256,676,9656,745,7867,342,7213,184,4523,267,0992,653,8042,303,0042,120,6131,887,8482,111,0991,931,1561,745,4231,039,2041,024,5761,088,827987,4961,050,1061,359,9001,695,14300000
       Short-term Debt 
0
0
0
0
0
48,312
48,700
0
0
42,657
42,667
25,044
79,078
0
0
0
0
80,286
135,197
703,764
770,285
1,426,896
1,386,682
1,308,086
1,869,979
2,304,300
2,066,163
2,333,916
2,333,9162,066,1632,304,3001,869,9791,308,0861,386,6821,426,896770,285703,764135,19780,286000079,07825,04442,66742,6570048,70048,31200000
       Short Long Term Debt 
0
0
0
0
0
48,312
48,700
0
0
42,657
42,667
21,006
75,038
42,230
56,964
30,101
42,915
40,722
93,563
649,852
713,250
1,310,664
1,268,964
1,191,721
1,726,508
2,172,300
1,929,620
2,182,484
2,182,4841,929,6202,172,3001,726,5081,191,7211,268,9641,310,664713,250649,85293,56340,72242,91530,10156,96442,23075,03821,00642,66742,6570048,70048,31200000
       Accounts payable 
21,605
28,754
43,385
0
56,139
370,333
712,300
426,435
432,969
62,505
45,302
40,198
795,286
934,636
926,368
955,469
1,249,937
182,707
186,792
177,615
173,441
372,413
414,681
352,390
414,703
350,700
340,355
357,962
357,962340,355350,700414,703352,390414,681372,413173,441177,615186,792182,7071,249,937955,469926,368934,636795,28640,19845,30262,505432,969426,435712,300370,33356,139043,38528,75421,605
       Other Current Liabilities 
0
0
0
0
0
1,135,500
423,000
382,935
320,509
63,842
66,506
3,216
504,519
603,344
631,649
448,920
424,588
2,040,011
2,029,220
2,094,547
1,974,749
5,543,412
4,944,423
5,016,489
5,189,843
5,497,400
5,552,603
5,793,604
5,793,6045,552,6035,497,4005,189,8435,016,4894,944,4235,543,4121,974,7492,094,5472,029,2202,040,011424,588448,920631,649603,344504,5193,21666,50663,842320,509382,935423,0001,135,50000000
   > Long-term Liabilities 
0
0
0
0
0
0
0
0
0
1,069,675
1,134,183
3,149,357
3,446,378
3,440,427
3,432,304
3,422,472
3,568,119
3,508,878
3,986,601
3,517,268
7,276,943
16,171,920
16,296,687
15,393,376
16,982,494
16,777,300
17,734,543
17,163,303
17,163,30317,734,54316,777,30016,982,49415,393,37616,296,68716,171,9207,276,9433,517,2683,986,6013,508,8783,568,1193,422,4723,432,3043,440,4273,446,3783,149,3571,134,1831,069,675000000000
       Long term Debt Total 
0
0
0
0
0
0
0
0
0
0
0
2,831,597
2,958,900
2,937,687
2,924,760
2,914,045
2,999,605
2,942,073
2,940,781
2,436,024
5,959,271
11,334,788
12,093,048
11,524,316
12,197,746
11,867,048
12,601,973
11,907,399
11,907,39912,601,97311,867,04812,197,74611,524,31612,093,04811,334,7885,959,2712,436,0242,940,7812,942,0732,999,6052,914,0452,924,7602,937,6872,958,9002,831,59700000000000
       Capital Lease Obligations Min Short Term Debt
0
0
0
0
0
-48,312
-48,700
0
0
764,197
820,372
842,014
879,733
944,534
930,350
917,756
1,008,243
899,362
846,159
373,941
363,340
536,245
591,820
702,089
480,065
36,500
1,017,892
1,009,178
1,009,1781,017,89236,500480,065702,089591,820536,245363,340373,941846,159899,3621,008,243917,756930,350944,534879,733842,014820,372764,19700-48,700-48,31200000
       Deferred Long Term Liability 
0
0
0
0
0
88,705
90,900
87,789
121,624
102,055
120,321
124,001
127,505
135,786
134,819
137,547
142,229
160,542
170,669
179,056
172,025
396,977
421,441
434,073
510,212
0
582,163
0
0582,1630510,212434,073421,441396,977172,025179,056170,669160,542142,229137,547134,819135,786127,505124,001120,321102,055121,62487,78990,90088,70500000
> Total Stockholder Equity
256,766
332,044
510,337
510,595
471,879
685,531
3,365,400
3,555,371
3,602,544
3,807,697
3,907,873
6,708,226
7,259,603
7,424,032
7,702,681
7,840,690
7,829,212
7,979,400
10,661,787
10,615,637
10,572,141
49,145,726
48,905,416
49,053,740
48,749,437
48,455,100
49,333,005
49,114,428
49,114,42849,333,00548,455,10048,749,43749,053,74048,905,41649,145,72610,572,14110,615,63710,661,7877,979,4007,829,2127,840,6907,702,6817,424,0327,259,6036,708,2263,907,8733,807,6973,602,5443,555,3713,365,400685,531471,879510,595510,337332,044256,766
   Common Stock
6,283
10,000
280,000
0
280,000
280,000
2,810,000
2,810,219
2,810,219
2,810,219
2,810,219
5,400,242
5,650,526
5,650,526
5,650,526
5,650,526
5,650,526
5,650,526
8,124,260
8,124,185
8,124,185
37,821,765
37,821,765
37,821,765
37,833,969
37,834,000
38,868,380
38,866,199
38,866,19938,868,38037,834,00037,833,96937,821,76537,821,76537,821,7658,124,1858,124,1858,124,2605,650,5265,650,5265,650,5265,650,5265,650,5265,650,5265,400,2422,810,2192,810,2192,810,2192,810,2192,810,000280,000280,0000280,00010,0006,283
   Retained Earnings Total Equity0000000000000000000000000000
   Accumulated Other Comprehensive Income 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
10,003,664
10,049,623
9,550,536
10,069,658
10,069,6589,550,53610,049,62310,003,664000000000000000000000000
   Capital Surplus 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
15,563,088
0
0
0
0
0
0000015,563,0880000000000000000000000
   Treasury Stock0000000-299,826-73,998-2-2-2-2-2-2-2000000000000
   Other Stockholders Equity 
0
0
0
0
0
0
100
0
0
0
0
0
0
0
222,917
222,917
222,900
2,178,686
2,282,941
2,193,675
2,447,956
11,505,925
11,578,375
11,692,541
-427,776
914,077
1,417,538
887,689
887,6891,417,538914,077-427,77611,692,54111,578,37511,505,9252,447,9562,193,6752,282,9412,178,686222,900222,917222,9170000000100000000



Balance Sheet

Currency in BRL. All numbers in thousands.




Cash Flow

Currency in BRL. All numbers in thousands.




Income Statement

Currency in BRL. All numbers in thousands.


Latest Income Statement (annual, 2023-12-31)

Gross Profit (+$)
totalRevenue26,950,334
Cost of Revenue-20,372,630
Gross Profit6,577,7046,577,704
 
Operating Income (+$)
Gross Profit6,577,704
Operating Expense-26,489,566
Operating Income460,768-19,911,862
 
Operating Expense (+$)
Research Development-
Selling General Administrative2,446,378
Selling And Marketing Expenses-
Operating Expense26,489,5662,446,378
 
Net Interest Income (+$)
Interest Income-
Interest Expense-1,822,949
Other Finance Cost-219,007
Net Interest Income-2,041,956
 
Pretax Income (+$)
Operating Income460,768
Net Interest Income-2,041,956
Other Non-Operating Income Expenses-
Income Before Tax (EBT)-1,404,503460,768
EBIT - interestExpense = -1,822,949
-1,025,786
797,163
Interest Expense1,822,949
Earnings Before Interest and Taxes (EBIT)-418,446
Earnings Before Interest and Taxes (EBITDA)-
 
After tax Income (+$)
Income Before Tax-1,404,503
Tax Provision--374,766
Net Income From Continuing Ops-1,029,737-1,029,737
Net Income-1,025,786
Net Income Applicable To Common Shares-
 
Non-recurring Events
Discontinued Operations-
Extraordinary Items-
Effect of Accounting Charges-
Other Items-
Non Recurring-
Other Operating Expenses-
Total Other Income/Expenses Net-2,041,956
 

Technical Analysis of Hapvida Participações e Investimentos S.A.
The psychology behind the price

Technical indicators reflecting market sentiment and the collective psychology of you and other traders. Your emotions and other traders' emotions, such as fear and greed, play a significant role in driving price movements.

General trend

First of all, I'm going to put something in the back of your mind. One of the most stable factors that gives you more confidence as a trader: the general trend of Hapvida Participações e Investimentos S.A.. The general trend of Hapvida Participações e Investimentos S.A. is BEARISH with 71.4% confidence. It is very important for your mental being to use each indicator with this in mind. But beware, also the general trend flips once in a while! You can use moving averages to determine Hapvida Participações e Investimentos S.A.'s overall trend. For convenience I use the most commonly used moving averages: 20, 50, 100 & 200. Of course you can use other moving averages or other indicators to determine the trend.

Indicator phases

Some of the indicators I use have 3 zones: overbought, oversold and neutral. Transitions between these zones (market phases) provide valuable trading signals and insights. Expecially with the general trend mind, I use the highlighted phases:

Indicator zone transitionsBullish trend (-71.4%) Bearish trend (71.4%)
Overbought to neutralBullish pullback=Bearish reversal
Upper to lower neutralBullish correction=Bearish continuation
Nuetral to oversoldOversold=Oversold
Oversold to neutralBullish reversal=Bearish correction
Lower to upper neutralBullish continuation=Bearish pullback
Nuetral to overboughtOverbought=Overbought

1. Price Targets

1.1 Support & Resistance

Support and resistance are levels on a price chart that act as barriers or zones where the price of an asset tends to stop, reverse, or experience a significant amount of buying or selling pressure.

Support is a price level at which demand for an asset is strong enough to prevent the price from falling further.
Resistance is a price level at which selling pressure becomes significant enough to prevent the price of an asset from rising further.


Score

Let's take a look at the Support & Resistance of Hapvida Participações e Investimentos S.A..

The long score for the Support & Resistance is 0/1.
The longshort score for the Support & Resistance is -1/(-1 +1).

  • Around resistance: The price is trading arround resistance levels. This can be considered as a potential exit level. -1

The bullish price targets are: 3.74 < 4 < 4.02.

The bearish price targets are: 3.31 > 3.31 > 3.

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Hapvida Participações e Investimentos S.A. Daily Support & Resistance Chart

2. Trend Indicators

2.1 Moving Averages

Shows the moving average of the selected period.

  • Moving averages are lagging trend indicators.
  • There are many types of moving averages.
  • Moving averages are also used within other indicators.

Score

Let's take a look at the Moving Averages of Hapvida Participações e Investimentos S.A.. The current mas is .

The long score for the Moving Averages is 2/14.
The longshort score for the Moving Averages is -10/(-14 +14).

  • MA 20 trending up: The MA 20 is trending up. +1
  • Close < MA 20: The price is below the MA 20. -1
  • MA 20 > MA 50: The MA 20 is higher than the MA 50. +1
  • MA 20 < MA 100: The MA 20 is lower than the MA 100. -1
  • MA 20 < MA 200: The MA 20 is lower than the MA 200. -1
  • MA 50 trending down: The MA 50 is trending down. -1
  • Close < MA 50: The price is below the MA 50. -1
  • MA 50 < MA 100: The MA 50 is lower than the MA 100. -1
  • MA 50 < MA 200: The MA 50 is lower than the MA 200. -1
  • MA 100 trending down: The MA 100 is trending down. -1
  • Close < MA 100: The price is below the MA 100. -1
  • MA 100 < MA 200: The MA 100 is lower than the MA 200. -1
  • MA 200 trending down: The MA 200 is trending down. -1
  • Close < MA 200: The price is below the MA 200. -1

Directionalities and relatives.

Moving AverageAmount of candlesTrendPrice +/-vs. MA 50vs. MA 100vs. MA 200
MA 2020
MA 5050-
MA 100100--
MA 200200---

Explanation: https://www.youtube.com/watch?v=xwW8h0lrQ-I

Hapvida Participações e Investimentos S.A. Daily Moving Averages Chart
2.2 Moving Average Convergence/Divergence (MACD)

Shows the momentum of the selected period based on two moving averages.

  • MACD is a lagging momentum indicator.
  • Uses two moving averages.
  • Can show buy or sell signals based on momentum.
  • Can show overbought. and oversold. levels.

Score

Let's take a look at the Moving Average Convergence/Divergence (MACD) of Hapvida Participações e Investimentos S.A.. The current macd is 0.00314045.

The long score for the Moving Average Convergence/Divergence (MACD) is 1/4.
The longshort score for the Moving Average Convergence/Divergence (MACD) is -2/(-4 +4).

  • MACD line < signal line: The MACD line is below the signal line, which indicates a bearish signal in the market. This means that the negative momentum is currently stronger than the average momentum, suggesting that sellers are more active than buyers, and there's a higher probability of the Hapvida Participações e Investimentos S.A. price going down in the near term. -2
  • MACD > 0: The MACD is above the zero line (centerline), it indicates a bullish signal for Hapvida Participações e Investimentos S.A.. This means that the short-term moving average is higher than the long-term moving average, signaling positive momentum and suggesting a higher likelihood of the Hapvida Participações e Investimentos S.A. price continuing to rise in the near future. It indicates that buyers are gaining control, and there is optimism in the market, leading to potential price increases. +1
  • Trending down: The MACD line is trending down. This indicates that the short-term moving average is falling faster than the long-term moving average, suggesting negative momentum in the market. This signals that sellers are becoming more active and insecure, leading to potential price decreases as traders anticipate further losses and are willing to sell at lower prices. -1
Hapvida Participações e Investimentos S.A. Daily Moving Average Convergence/Divergence (MACD) ChartHapvida Participações e Investimentos S.A. Daily Moving Average Convergence/Divergence (MACD) Chart
2.3 Directional Movement Index (DMI)

The DMI is a collection of 3 indicators: +DI (Plus Direction Indicator), -DI (Minus Direction Indicator) and ADX (Average Directional Index). The ADX helps you determine the strength of a trend.


Score

Let's take a look at the Directional Movement Index (DMI) of Hapvida Participações e Investimentos S.A.. The current adx is 16.77.

The long score for the Directional Movement Index (DMI) is 0/7.
The longshort score for the Directional Movement Index (DMI) is -1/(-7 +7).

  • PLUS_ID < MINUS_DI: The +DI line is below the -DI line. This indicates a bearish signal in the market, as the negative directional movement is currently stronger than the positive directional movement, showing that sellers have the upper hand. Market psychology suggests that traders are pessimistic, expecting further price decreases, and are more willing to sell Hapvida Participações e Investimentos S.A. shares, leading to potential downward momentum in its price. -1
  • PLUS_ID < MINUS_DI && ADX < 25 && ADX trending down: The ADX is below 25 and indicates a weak or no trend. Also, the ADX is declining so there is no trend indication.
Hapvida Participações e Investimentos S.A. Daily Directional Movement Index (DMI) Chart
2.4 Parabolic SAR

Shows the current trend and potential entry and exit signals.

  • Parabolic SAR (stop and reverse) is a lagging trend indicator.
  • Shows the current trend.
  • Shows potential entry signals.
  • Shows  potential exit signals.
  • Can be used to place trailing stoplosses..

Score

Let's take a look at the Parabolic SAR of Hapvida Participações e Investimentos S.A.. The current sar is 4.001008.

The long score for the Parabolic SAR is 0/1.
The longshort score for the Parabolic SAR is -1/(-1 +1).

  • Close < SAR: The price is below the SAR. It's generally considered a bearish signal. -1
Hapvida Participações e Investimentos S.A. Daily Parabolic SAR Chart

3. Momentum Indicators

3.1 Relative Strength Index (RSI)

Measures the speed and change of price movements.

  • Leading momentum indicator, meaning the signals are instant.
  • Ranges between 0 and 100.
  • Above 70 is considered overbought.
  • Below 30 is considered oversold.
  • Above or below 50 can also be used to determine price trend or support and resistance.
  • RSI divergence looks at a deviation between RSI and price movement. Penketrading automatically calculates RSI divergences.
  • Can be used in many different ways

Score

Let's take a look at the Relative Strength Index (RSI) of Hapvida Participações e Investimentos S.A.. The current rsi is 42.20. The current phase is Continuation in bear market.

The long score for the Relative Strength Index (RSI) is 0/13.
The longshort score for the Relative Strength Index (RSI) is -4/(-13 +13).

  • Continuation in bear market: Downtrend continues after a consolidation or pullback. Hold or add to short positions.
  • Trending down: The RSI is trending down. -1
Hapvida Participações e Investimentos S.A. Daily Relative Strength Index (RSI) ChartHapvida Participações e Investimentos S.A. Daily Relative Strength Index (RSI) Chart
3.2 Stochastic Oscillator

Compares a certain price to multiple prices ranging over time.

  • Leading momentum indicator, meaning the signals are instant.
  • Used to determine overbought and oversold areas much like the RSI.
  • Ranges between 0 and 100.
  • Above 80 is considered overbought.
  • Below 20 is considered oversold.
  • Consists of two lines named K and D.
  • K compares the highest high and lowest low on the selected price range.
  • The D line is a moving average of the K line.
  • Can be used to spot divergences

Score

Let's take a look at the Stochastic Oscillator of Hapvida Participações e Investimentos S.A.. The current phase is Oversold in bear market.

The long score for the Stochastic Oscillator is 0/6.
The longshort score for the Stochastic Oscillator is -6/(-6 +6).

  • STOCH < 50: The STOCH %K is below 50. There are more sellers than buyers. -1
  • STOCH < 20: The STOCH %K is below 20 and oversold. -2
  • STOCH %K line < STOCH %D line: The STOCH %K line is below the STOCH %D line, which indicates a bearish signal in the market. This means that the negative momentum is currently stronger than the average momentum, suggesting that sellers are more active than buyers, and there's a higher probability of the Hapvida Participações e Investimentos S.A. price going down in the near term. -2
  • Trending down: The STOCH %K is trending down. -1
Hapvida Participações e Investimentos S.A. Daily Stochastic Oscillator ChartHapvida Participações e Investimentos S.A. Daily Stochastic Oscillator Chart
3.3 Commodity Channel Index (CCI)

Measures the difference between the current price and the historical average price.

  • Lagging or leading Momentum indicator
  • When the CCI is above zero, the price is above the historical average
  • When the CCI is below zero, the price is below the historical average
  • Used for spotting trends
    • If the CCI moves from negative or near zero to positive 100 that might indicate an uptrend
    • If the CCI moves from positive or near zero to negative -100 that might indicate a downtrend

Score

Let's take a look at the Commodity Channel Index (CCI) of Hapvida Participações e Investimentos S.A.. The current cci is -165.52354824.

The long score for the Commodity Channel Index (CCI) is 0/1.
The longshort score for the Commodity Channel Index (CCI) is -1/(-1 +1).

  • CCI < -100: The CCI is below -100, it indicates that the price is significantly below its average, suggesting a potential oversold condition. -1
Hapvida Participações e Investimentos S.A. Daily Commodity Channel Index (CCI) ChartHapvida Participações e Investimentos S.A. Daily Commodity Channel Index (CCI) Chart
3.4 Chande Momentum Oscillator (CMO)

Measures the difference between the sum of recent gains and the sum of recent losses. Then divides the result by the sum of all price movements in that period.

  • Lagging momentum indicator
  • Ranges between +100 and -100
  • Considered overbought above +50
  • Considered oversold below -50
  • It's possible to add a moving average that acts as a signal line

Score

Let's take a look at the Chande Momentum Oscillator (CMO) of Hapvida Participações e Investimentos S.A.. The current cmo is -28.78621841.

The long score for the Chande Momentum Oscillator (CMO) is 0/1.
The longshort score for the Chande Momentum Oscillator (CMO) is -1/(-1 +1).

  • CMO < 0: The CMO is below 0, the momentum of the price is negative, indicating a potential downtrend in the price. -1
Hapvida Participações e Investimentos S.A. Daily Chande Momentum Oscillator (CMO) ChartHapvida Participações e Investimentos S.A. Daily Chande Momentum Oscillator (CMO) Chart
3.5 Williams %R

 Shows the current price relative to the highest high over the last 14 days.
 

  • Lagging momentum indicator
  • Ranging between 0 and -100
  • Above -20 is considered overbought
  • Below -80 is considered oversold
  • Is prone to give false signals

Score

Let's take a look at the Williams %R of Hapvida Participações e Investimentos S.A.. The current willr is -86.48648649.

The long score for the Williams %R is 0/1.
The longshort score for the Williams %R is -1/(-1 +1).

  • WILLR < -80: The Williams %R is below -80. This indicates that the price is in oversold territory, suggesting a potential price correction or trend reversal to the upside. -1
Hapvida Participações e Investimentos S.A. Daily Williams %R ChartHapvida Participações e Investimentos S.A. Daily Williams %R Chart

4. Volatility Indicators

4.1 Bollinger Bands

Shows if the price is to high or to low relative to an average.

  • Lagging volatility indicator
  • Uses 3 bands: one upper, one lower and one in the middle
  • Works best when the middle band reflects an intermediate trend (MA20).
  • When the price is moving closer to the upper band, the market might be overbought
  • When the price is moving closer to the lower band, the market might be oversold 

Score

Let's take a look at the Bollinger Bands of Hapvida Participações e Investimentos S.A..

Hapvida Participações e Investimentos S.A. Daily Bollinger Bands Chart
4.2 Average True Range (ATR)
Measures market volatility
  • Leading volatility indicator
  • Can be used to determine stop-loss positions
  • Calculated by:
    • Current high minus the current low
    • Current high minus the previous close
    • Current low minus the previous close
  • The larger the range of the candles, the greater the ATR value

Score

Let's take a look at the Average True Range (ATR) of Hapvida Participações e Investimentos S.A.. The current atr is 0.13789552.

Hapvida Participações e Investimentos S.A. Daily Average True Range (ATR) ChartHapvida Participações e Investimentos S.A. Daily Average True Range (ATR) Chart

5. Volume Indicators

5.1 On-Balance Volume (OBV)

 Measures market volatility

  • Leading momentum indicator
  • Calculation:
    • If the closing price is above the previous closing price: OBV = previous OBV + current volume
    • If the closing price is below the previous closing price: OBV = previous OBV - current volume
    • If the closing price is the same as the previous closing price than the OBV is the same.
  • Can be used to confirm price trends
  • Can be used with divergences

Score

Let's take a look at the On-Balance Volume (OBV) of Hapvida Participações e Investimentos S.A.. The current obv is -853,980,100.

Hapvida Participações e Investimentos S.A. Daily On-Balance Volume (OBV) ChartHapvida Participações e Investimentos S.A. Daily On-Balance Volume (OBV) Chart
5.2 Money Flow Index (MFI)

Measures the flow of money in and out of a security

  • Lagging momentum indicator
  • Looks like RSI but uses volume as an extra metric (RSI only considers price)
  • Above 80 is considered overbought
  • Below 20 is considered oversold
  • Can be used with divergences

Score

Let's take a look at the Money Flow Index (MFI) of Hapvida Participações e Investimentos S.A.. The current mfi is 22.56.

The long score for the Money Flow Index (MFI) is 0/2.
The longshort score for the Money Flow Index (MFI) is -1/(-2 +2).

  • MFI < 50: -1
Hapvida Participações e Investimentos S.A. Daily Money Flow Index (MFI) ChartHapvida Participações e Investimentos S.A. Daily Money Flow Index (MFI) Chart

6. Summary

6.1. Notifications

TypeNotificationDate
PenkeCurrently no notifications for Hapvida Participações e Investimentos S.A..

6.2. Trading Signals

Below you will find trading signals as the indicator is commonly used. This doesn't mean you should use it that way. Learn from these, but don't use them blindly. I recommend using at least 4 indicators, 1 from each category: trend, momentum, volatility and volume.

DateIndicatorSignal
2023-11-07DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2023-11-08STOCH LONG EXITThe %K line crosses below the %D line.
2023-11-09WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
2023-11-14STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2023-11-16BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
2023-11-17STOCH LONG EXITThe %K line crosses below the %D line.
2023-11-21STOCH SHORT EXITThe %K line crosses above the %D line.
2023-11-22STOCH LONG EXITThe %K line crosses below the %D line.
2023-11-27STOCH SHORT EXITThe %K line crosses above the %D line.
2023-11-29SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
STOCH LONG EXITThe %K line crosses below the %D line.
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2023-11-30MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2023-12-01STOCH SHORT EXITThe %K line crosses above the %D line.
2023-12-04STOCH LONG EXITThe %K line crosses below the %D line.
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2023-12-05STOCH SHORT EXITThe %K line crosses above the %D line.
2023-12-06STOCH LONG EXITThe %K line crosses below the %D line.
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2023-12-07CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
2023-12-08STOCH SHORT EXITThe %K line crosses above the %D line.
2023-12-11STOCH LONG EXITThe %K line crosses below the %D line.
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2023-12-12DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
STOCH SHORT EXITThe %K line crosses above the %D line.
2023-12-13DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2023-12-14WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2023-12-15STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2023-12-18MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2023-12-20MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2023-12-22STOCH SHORT EXITThe %K line crosses above the %D line.
2023-12-26DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
STOCH LONG EXITThe %K line crosses below the %D line.
2023-12-27DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2023-12-28DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
2024-01-02DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-01-04CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2024-01-05STOCH SHORT EXITThe %K line crosses above the %D line.
2024-01-08DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-01-09MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
2024-01-11DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-01-12DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-01-15CCI LONG ENTRY SHORT CLOSE100 crossover to upside
2024-01-16STOCH LONG EXITThe %K line crosses below the %D line.
2024-01-17DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-01-18MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
BB LONG ENTRY SHORT CLOSEPrice closed below the lower band.
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-01-19STOCH SHORT EXITThe %K line crosses above the %D line.
2024-01-22STOCH LONG EXITThe %K line crosses below the %D line.
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-01-23STOCH SHORT EXITThe %K line crosses above the %D line.
2024-01-26STOCH LONG EXITThe %K line crosses below the %D line.
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2024-01-29CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
2024-01-31STOCH SHORT EXITThe %K line crosses above the %D line.
2024-02-02STOCH LONG EXITThe %K line crosses below the %D line.
2024-02-06STOCH SHORT EXITThe %K line crosses above the %D line.
MFI SHORT ENTRY LONG CLOSE20 crossover to downside
2024-02-07CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
MFI LONG ENTRY SHORT CLOSE20 crossover to upside
2024-02-08STOCH LONG EXITThe %K line crosses below the %D line.
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2024-02-09RSI LONG ENTRY SHORT CLOSE30 crossover to upside
STOCH SHORT EXITThe %K line crosses above the %D line.
2024-02-14STOCH LONG EXITThe %K line crosses below the %D line.
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
MFI SHORT ENTRY LONG CLOSE20 crossover to downside
2024-02-16RSI LONG ENTRY SHORT CLOSE30 crossover to upside
STOCH SHORT EXITThe %K line crosses above the %D line.
2024-02-20SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
2024-02-21SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
STOCH LONG EXITThe %K line crosses below the %D line.
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2024-02-22MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
STOCH SHORT EXITThe %K line crosses above the %D line.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-02-26STOCH LONG EXITThe %K line crosses below the %D line.
MFI LONG ENTRY SHORT CLOSE20 crossover to upside
2024-02-27STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-02-28WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2024-02-29STOCH LONG EXITThe %K line crosses below the %D line.
2024-03-04CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-03-05STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2024-03-06DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
2024-03-08STOCH LONG EXITThe %K line crosses below the %D line.
2024-03-12STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
MFI LONG ENTRY SHORT CLOSE80 crossover to upside
2024-03-13STOCH LONG EXITThe %K line crosses below the %D line.
MFI SHORT ENTRY LONG CLOSE80 crossover to downside
2024-03-16SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
2024-03-18STOCH SHORT EXITThe %K line crosses above the %D line.
2024-03-19STOCH LONG EXITThe %K line crosses below the %D line.
2024-03-20STOCH SHORT EXITThe %K line crosses above the %D line.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2024-03-21SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
STOCH LONG EXITThe %K line crosses below the %D line.
MFI LONG ENTRY SHORT CLOSE80 crossover to upside
2024-03-22MFI SHORT ENTRY LONG CLOSE80 crossover to downside
2024-03-26SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2024-03-27MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
2024-03-28WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
BB LONG ENTRY SHORT CLOSEPrice closed below the lower band.

6.3. Candlestick Patterns

Hapvida Participações e Investimentos S.A. Daily Candlestick Chart
DateCandlestick Pattern

6.4. Technical Score

Let's check the technical score of Hapvida Participações e Investimentos S.A. based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5042.201
Ma 20Greater thanMa 503.840
Ma 50Greater thanMa 1003.764
Ma 100Greater thanMa 2004.081
OpenGreater thanClose3.710
Total2/5 (40.0%)
Penke

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