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 June 22nd, 2022 | 13:40 CEST
Nordex, Saturn Oil + Gas, Shell - Reality vs Idealism: Long in oil stocks!
The idea that renewable energies will feed the world's entire energy needs is desirable but unrealistic in the short term. In the political debate in Germany, we are currently seeing how far apart the target images of "green" or "sustainable" and security of supply can be. In an exemplary manner - and this is meant with a wink - Europe's largest economy is shutting down its nuclear power plants and now suddenly realizes that its great dependence on Russia's gas supplies is creating a supply risk. Now a ramp-up of coal-fired power plants is supposed to fix it. For logical and forward-looking investors, oil stocks are worth a look.
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Commented by Carsten Mainitz on June 15th, 2022 | 15:15 CEST
SAP, BrainChip Holdings, Infineon - Chip stocks before the next wave!
The current interest rate decision is casting its shadow ahead, and the horrendously rising inflation rates are unsettling market participants. In the fight against inflation, the US Federal Reserve will likely shrink its balance sheet further and herald more aggressive interest rate steps. However, there is then a risk of significantly weakening the economy. That would seriously worsen the macroeconomic picture and significantly increase the risk of the US sliding into recession. The biggest losers from a major interest rate hike will likely remain interest rate sensitive growth stocks. However, such a scenario is already priced in for many stocks.
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Commented by Carsten Mainitz on June 15th, 2022 | 13:46 CEST
Deutsche Bank, Barsele Minerals, Commerzbank - Weak share prices offer opportunities!
The times of ultra-loose monetary policy by central banks are history. While the inflation rate in the US exploded to 8.6% in May, the FED is forced to ring in further interest rate steps. After raising the key interest rate by half a percentage point last month, experts expect additional steps between 0.5% and 0.75%. On the other hand, the stalling of the economic engine and the increased risk of a recession speak against further drastic interest rate steps. Due to this fact, gold stocks should benefit in the long term, even if they are dragged down in the current market weakness.
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Commented by Carsten Mainitz on June 8th, 2022 | 11:35 CEST
Valneva, Defence Therapeutics, Bayer - Blockbusters: Turbos for your share portfolio!
Blockbusters are drugs with which companies generate sales of more than USD 1 billion per year. Corona vaccines are currently an integral part of the global hit list. But also many application areas in different cancer fields or cardiovascular diseases offer a large market worth billions. Like BioNTech, a company with the right pipeline and the resulting compounds can quickly evolve from a start-up into an established and profitable player.
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Commented by Carsten Mainitz on June 7th, 2022 | 11:32 CEST
XPhyto, BioNTech, MorphoSys - The next price wave is coming!
In recent years, Corona has been the most urgent topic that has moved the world and the stock markets. Health care is and remains a megatrend. It is in the nature of things that the focus changes over time. Innovative approaches or forms of drug delivery, on the other hand, remain perennial favorites. There is also a lot of progress in research against cancer. These companies will play a major role in the future.
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Commented by Carsten Mainitz on June 1st, 2022 | 14:57 CEST
Allkem, Almonty, BYD - Are super batteries causing share prices to explode?
Battery or hydrogen? Opinions are divided on the subject of e-mobility. The lengthy charging process for lithium-ion batteries, in particular, is a constant source of criticism. But now there is hope: Scientists at Cambridge University have developed batteries that can be charged to 90% in five minutes, whereas conventional batteries take hours. However, in addition to lithium, they also require tungsten and niobium, which are among the critical raw materials. Boron and sodium could also play an important role in the future.
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Commented by Carsten Mainitz on June 1st, 2022 | 12:34 CEST
K+S, dynaCERT, Siemens - Record orders and great opportunities
The Corona pandemic caused chaos, disrupted business processes and ultimately blew up entire supply chains. It is difficult for companies to recover from this. With Russia's invasion of Ukraine, a new test for businesses is on the horizon. While only a few industries, such as fertilizer manufacturers, could profit, the broad mass of listed companies went down. After calming down, there are now long-term opportunities at attractive levels.
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Commented by Carsten Mainitz on May 25th, 2022 | 12:49 CEST
First Hydrogen, Plug Power, SFC Energy - Green hydrogen is booming!
Reducing energy dependence on Russia is currently the top priority for Europe. To this end, the expansion of renewable energy sources is being massively accelerated. However, a massive expansion of the energy grids is also necessary for a sensible distribution. In addition, storage options are needed. That is where hydrogen comes into play. Suppose it is produced from regeneratively generated electricity with the help of electrolyzers. In that case, we have a CO2-neutral energy carrier which can then be transported with little logistical effort - so-called "green hydrogen". The following companies are looking to take advantage of this.
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Commented by Carsten Mainitz on May 24th, 2022 | 12:21 CEST
Altech Advanced Materials, Varta, Mercedes - This way!
The latest data from the Federal Statistical Office speak a clear language. E-cars are increasingly in demand. Around 90% of German e-car production is exported. "Made in Germany" therefore still scores points. The performance of the batteries, adequate infrastructure and the availability of essential raw materials such as lithium are important parameters for rapid market penetration. Innovations always remain the trump card. Germany certainly doesn't have to hide in this respect.
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Commented by Carsten Mainitz on May 18th, 2022 | 14:01 CEST
wallstreet:online, Block Inc., PayPal - Is the mood turning?
One sector that has made strong gains in the stock market boom of recent years has been FinTechs and financial services providers. Financial portal operators and neobrokers such as wallstreet:online and Smartbroker were among the beneficiaries, as was the payment service provider PayPal. The share price of Block Inc., the mobile payment provider originally launched under the name Square Inc., also climbed to dizzying heights. After a sharp correction, things could now be on the up again with the tailwind of good figures.
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