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 April 25th, 2022 | 13:22 CEST
Mutares, Edgemont Gold, Barrick Gold - Inflation soon to exceed 10%! What to do?
According to some experts, inflation could soon rise above 10%. The possible reaction of the central banks by increasing interest rates to contain inflation remains theoretical so far. After all, can the world's so heavily indebted countries afford significantly higher interest rates at all, and wouldn't a higher interest rate level stifle the economy? The bottom line is that a prolonged period of high inflation is very likely. Investors can effectively position themselves against the loss in value of their assets by investing in tangible assets. That means stocks, bonds, real estate and commodities belong in the portfolio!
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Commented by Carsten Mainitz on April 21st, 2022 | 12:57 CEST
Valneva, Power Nickel, K+S: The perfect mix for traders and long-term investors!
As is well known, the profit lies in the purchase. On the question of how quickly and in what amount this should be realized, traders and long-term investors certainly have quite different answers. The current market phase is interesting for both types of investors. For many sectors, such as commodities or life science, the general conditions are good, so the wave of success can be ridden further. Increased fluctuations also offer short-term opportunities.
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Commented by Carsten Mainitz on April 19th, 2022 | 14:06 CEST
Nel, dynaCERT, Daimler Truck - Climate Targets: Hydrogen is the key technology!
As early as the summer of 2020, the German government set an important point with the adoption of the "National Hydrogen Strategy", which has suddenly gained importance in view of the Ukraine war. Politicians and experts are convinced that hydrogen, as a versatile energy carrier, will play a key role in achieving the energy and climate targets. It is now essential that the defined, coherent, but often still too theoretical framework for action is quickly filled with life. With the right stocks, investors can benefit from these developments.
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Commented by Carsten Mainitz on April 13th, 2022 | 17:45 CEST
Nevada Copper, Aurubis, Nordex - Fueling the energy transition!
A study commissioned by the International Copper Association (ICA) concludes that copper demand will be strongly driven by the massive expansion of cabling for solar, wind power and electric vehicle infrastructure. Experts estimate that the volumes demanded from the solar and wind sectors will multiply by 2040. A projected increase in the number of charging ports for electric vehicles from 3.2 million in 2021 to 152.3 million in 2040 will exponentially increase copper demand in this sector. As a result, an increasing supply shortage is emerging, which in turn will lead to further price increases for the industrial metal. Copper producers such as Nevada Copper or recycling companies such as Aurubis will benefit from these general conditions.
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Commented by Carsten Mainitz on April 11th, 2022 | 19:08 CEST
BASF, Meta Materials, Varta - A huge new market is emerging here!
Science fiction or soon a reality? Metamaterials are artificial materials with specific optical, magnetic or electrical properties that do not exist in nature. These tiny innovative materials can be used in a wide variety of ways. A well-known example is stealth technology. Metamaterials can change the refractive index of light and thus guide the light around an object. The industry is still some way from mass production, but experts estimate that will soon change. As early as 2030, the market is expected to be worth USD 11 billion, with a strong upward trend.
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Commented by Carsten Mainitz on April 6th, 2022 | 10:28 CEST
BASF, First Hydrogen, Nel - These developments are crucial!
A functioning energy supply influences the prosperity of society and our everyday lives. Security of supply and "affordable" energy prices currently present major challenges. Renewable energies are expected to provide most electricity and energy consumption within the next decades. Green hydrogen is also likely to play an important role. However, high oil and gas prices are placing an enormous burden on consumers and industry in the short term. Inflation continues to grow. How can investors position themselves?
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Commented by Carsten Mainitz on April 4th, 2022 | 12:09 CEST
K+S, Almonty Industries, Barrick - Full speed ahead!
Across the board, commodity prices are going through the roof. Consumers and industry are already feeling the effects. Some price increases will only hit consumers with a time lag. Inflation, which recently rose above 7% in Germany, appears far from having reached its peak. The beneficiaries of the supply shortage are raw material producers. Their profitability and company valuations should continue to rise.
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Commented by Carsten Mainitz on March 30th, 2022 | 12:50 CEST
Nordex, Altech Advanced Materials, Varta - Winners of the energy turnaround!
Renewable energy generation and energy storage are taking on an increasingly important role. The challenges for the infrastructure with decentralized energy sources are also increasing. Given the explosively rising lithium prices, which are essential for the production of batteries, innovations are gaining importance. Some solutions have the potential to powerfully shake up the industry. Long-term investors can profit from the megatrends in various ways.
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Commented by Carsten Mainitz on March 28th, 2022 | 10:26 CEST
Aspermont, AUTO1, Delivery Hero - Digital business models put to the test
Digitalization has triggered profound changes in everyday life and the business world. The Corona pandemic has significantly accelerated this development. But how do you measure success? Sales expansion, market share, rising share price or profit? For a long time, the market conceded rising share prices and many advance praises to Delivery Hero's share certificates, then the reality check set in - do profit expectations and valuation fit together? Shareholders of Auto1 are asking themselves the same questions. But there are other examples: Australian Company Aspermont is the market leader in an exciting niche and, according to analysts, is dramatically undervalued.
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Commented by Carsten Mainitz on March 25th, 2022 | 13:13 CET
Defense Metals, Hensoldt, Rheinmetall - Special boom for the defense industry
The war in Ukraine is giving the defense industry more weight. But what is the focus? Defense, deterrence, or war of aggression? The shares of industry representatives have recently benefited significantly from higher defense budgets and orders. What one thinks of this from a moral point of view is another matter. On a more sober note, stronger demand and earnings growth lay the groundwork for higher share prices.
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