Carsten Mainitz
The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.
Most recently, he headed a Hamburg-based investment research company as a member of the board for 8 years.
He is particularly interested in international small and micro caps and empirical capital market research (behavioral finance).
Commented by Carsten Mainitz
Commented by Carsten Mainitz on October 23rd, 2026 | 05:43 CEST
More Power Requires More Infrastructure! Opportunities for Phenom Resources, Siemens Energy and Nordex?
The energy transition requires grids, power plants, storage systems and raw materials. Electricity must be transported reliably, supplied when needed and stored cost-effectively. This creates opportunities across the entire value chain. Siemens Energy is benefiting from growing demand for energy infrastructure, with its order books full. However, doubts about the AI boom are also mounting. Nordex significantly exceeded expectations with its quarterly results and raised its margin target for the current year. Its shares initially surged before profit-taking set in. Phenom Resources is broadly diversified. The exploration company offers investors exposure to vanadium, gold and other areas. Which share will take off now?
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Commented by Carsten Mainitz on October 23rd, 2026 | 05:32 CEST
The Race for Efficiency: HPQ Silicon, BYD and Infineon – Who Will Lead and Who Will Fall Behind?
Created and published on behalf of HPQ Silicon
Electrification requires better batteries and more powerful chips. It also depends on companies that can produce these technologies at competitive costs. HPQ Silicon is approaching this critical juncture. The company aims to increase energy density in battery cells, and its operational progress is gaining momentum. Commercialisation is the next major milestone. Most recently, the Canadian company announced an initiative to establish a US battery company with independent financing. BYD is bringing electric powertrains to the mass market but faces intense competition. Infineon supplies key power electronics components. Could the upcoming results boost the stock? Where are the most compelling opportunities for investors?
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Commented by Carsten Mainitz on October 22nd, 2026 | 05:38 CEST
Gold and Concrete Gold: When Asset Values and Share Prices Diverge – Lahontan Gold, Vonovia and LEG Immobilien Under the Microscope
On the stock market, assets sometimes have two prices: a calculated or theoretical value and the current market price, reflected in the share price. When the gap between value and price becomes (too) wide, opportunities may arise for forward-looking investors. Or are these valuation discounts nothing more than a value trap? The latest developments at three companies give us reason to take a closer look. The newly published PEA, which provides an initial indication of the potential value of Lahontan Gold's gold project, values it at eight times (!) the Canadian company's market capitalisation. Real estate stocks have been among the market's laggards in recent months, weighed down by rising interest rates, economic concerns and political uncertainty. Even major players such as Vonovia have been affected. LEG's recent investment highlights how share price declines can create attractive valuation levels. So what does all this mean for investors?
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Commented by Carsten Mainitz on October 21st, 2026 | 05:22 CEST
Explosive Mix! Multimillion-Dollar Orders, Lunar Missions and Takeover Buzz Drive Zefiro Methane, OHB and Steyr Motors
Created and published on behalf of Zefiro Methane
An order backlog of around USD 40 million from government-funded projects, studies for European lunar infrastructure and an announced takeover offer. These developments from specialist companies are moving share prices and generating plenty of discussion. Zefiro plugs old wells and has emerged as a hidden champion in the US market, estimated at around USD 500 billion. OHB develops space systems and has an order backlog of more than EUR 3 billion, with new contracts on the horizon. Steyr specialises in diesel engines for military, marine and industrial applications, attracting takeover interest while its share price remains depressed. A prospective acquirer is now offering EUR 39 per share. Which stock will come out on top?
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Commented by Carsten Mainitz on October 14th, 2026 | 05:33 CEST
Copper Discoveries, AI Chips and Mobile Communications: Power Metallic, Infineon and Deutsche Telekom After the Pullbacks
Power Metallic Mines, Infineon and Deutsche Telekom come from very different sectors. On the stock market, however, they currently share the same question: do the pullbacks offer buying opportunities? Following its recent resource estimate, Power Metallic is working on an initial economic assessment. Analysts see significant upside potential in the stock. At chipmaker Infineon, expectations for its AI business are rising, and investors are watching for the next results. At the telecommunications group, concerns about new competition from SpaceX are growing. Where are the greatest opportunities?
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Commented by Carsten Mainitz on October 14th, 2026 | 05:30 CEST
Tungsten, Weapons and Growth: Almonty, Rheinmetall and Deutz Under Review. Is This an Opportunity in a Megatrend?
The stock market is not linear. Greed and fear, excessive optimism or excessive scepticism—all of these drive markets. Only the future will tell what is cheap or expensive today. The stocks mentioned above are at precisely this point. Secure supply chains, access to raw materials and defence readiness are high on the agenda of Western governments. These long-term trends play strongly into the hands of defence companies and raw material producers. Almonty, in particular, as a producer of the critical raw material tungsten, holds a leading position in the sector. Where do the greatest opportunities lie for investors now?
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Commented by Carsten Mainitz on October 14th, 2026 | 05:25 CEST
Who Profits When Patents Expire? The Billion-Euro Race Between Formycon, Fresenius and Pfizer
When patent protection for high-revenue biopharmaceuticals expires, a billion-euro market for follow-on products emerges. Michael Sen, head of the German healthcare group Fresenius SE, cites an impressive figure. By 2035, this could generate around EUR 180 billion in revenue. In particular, biosimilars, biotechnologically produced follow-on medicines that are highly similar in composition to the original medicine and equivalent in quality, efficacy and safety, are forecast to grow significantly. Moreover, biosimilars can strengthen competition and reduce treatment costs. Formycon stands out as a pure play. The company recently reached a crucial milestone. The US Food and Drug Administration (FDA) accepted the marketing authorisation application, the first publicly known application of its kind, for FYB206, a biosimilar candidate to the cancer medicine Keytruda, for review. Keytruda generates around USD 32 billion in annual revenue, making it the world's highest-revenue medicine. Fresenius is strengthening its positioning in the biosimilar sector through an acquisition. Pfizer needs new growth drivers. Who is best positioned for the year-end rally?
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Commented by Carsten Mainitz on October 12th, 2026 | 05:28 CEST
Don’t Miss Out! Cancer Research and Comeback Potential: Vidac Pharma, Bayer and Evotec in Focus!
New cancer therapies are targeting major medical breakthroughs. For investors, however, the key question is when scientific progress will begin to translate into rising share prices. Vidac Pharma is at a particularly exciting stage in its development. The company is awaiting crucial clinical trial data that could validate its innovative approach to cancer cell metabolism and mark a major milestone. Bayer is expanding its oncology business but must also contend with a range of challenges. Meanwhile, Evotec needs to prove it can turn its research, technology platforms, and strategic partnerships into profitable business opportunities while rebuilding lost investor confidence. Which developments could now trigger a revaluation of these three stocks?
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Commented by Carsten Mainitz on October 9th, 2026 | 09:05 CEST
Weight-Loss Drugs 2.0: Can BioNxt and Merck Catch Up with Novo Nordisk and Eli Lilly? What About BioNTech?
The boom in weight-loss drugs is creating a billion-dollar market within the pharmaceutical industry, with an annual volume of USD 100 billion. Novo Nordisk and Eli Lilly are battling for dominance, while Merck is also entering the fray, albeit still in the early stages. BioNxt Solutions aims to deliver established active ingredients via a dissolvable film, targeting enormous potential with a comparatively low-risk approach. For BioNTech, a substantial cash reserve will determine how much time the company has to deliver its next growth spurt. Where does the greatest stock-market opportunity lie?
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Commented by Carsten Mainitz on October 9th, 2026 | 07:10 CEST
dynaCERT, Volkswagen and Plug Power: Between Breakthrough and Cost Pressure! Who Will Take Off and Who Will Fall Behind?
Volkswagen shows how rising costs and intensifying competition can put even an industry veteran under pressure. Have the deep cuts and strategic adjustments come too late, and can closer partnerships help turn things around? Plug Power recently landed a notable major order. Yet its gross margin in the latest quarter came close to zero. dynaCERT is taking a very different approach. The Canadian company makes diesel engines more fuel-efficient and environmentally friendly through retrofit technology. The innovative bridging technology has proven itself in numerous pilot projects, and commercialization is now gaining momentum. Analysts at the research firm GBC believe the stock is significantly undervalued.
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