Um estudo multicasos: análise de dados para tomada de decisão

Abstract

The demand for investments in shares in Brazil is steadily increasing, especially as investors look for more profitable alternatives to traditional options like savings accounts. This trend is driven by the democratization of access to the financial market, facilitated by home brokers and the availability of information that enables informed analyses. In this context, the present study investigates how structured data analysis can support decision-making in the financial market, focusing on PETR4 (Petrobras) and ITUB4 (Itaú Unibanco) stocks, both traded on the Brazillian stock exchange (B3), in comparison with the Bovespa Index (IBOVESPA). The study adopts a quantitative approach, applied in nature and exploratory in objective, using a multicase analysis to investigate patterns and significant differences in the behavior of these assets. Technical analysis tools, such as Bollinger Bands and Exponential Moving Averages (EMA), were employed alongside Power BI for data processing and visualization over a ten-year period. The findings indicate that IBOVESPA, due to its diversification, offers a better risk-return balance compared to individual stocks, highlighting the importance of diversification as a risk mitigation strategy. The research underscores the relevance of technical analysis in identifying trends and predicting market movements, contributing to more informed decision-making. Beyond its practical implications for investors and analysts, the study provides an academic contribution by exploring the role of Business Intelligence (BI) tools in transforming large datasets into strategic insights, fostering more qualified and conscious investment management in the financial market.