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Carsten Mainitz

  • Small-Caps
  • Micro-Caps
  • Behavioral Finance

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 February 15th, 2022 | 11:28 CET

BYD, Yorkton Ventures, Standard Lithium - Winners of the mobility revolution!

  • Lithium

The shift from fossil fuels to battery-powered vehicles is underway, and policymakers are keeping up the pressure with targets to reduce emissions from cars by at least 55% and trucks by 30% by 2030 compared to 1990 levels. Demand for New Energy Vehicles (NEVs) is growing tremendously. In addition to Tesla, Chinese manufacturers such as BYD, XPeng and NIO were also able to report double-digit growth rates in the past fiscal year. The prerequisite for this trend is the procurement of the existential raw material lithium. But this is becoming increasingly scarce.

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Commented by Carsten Mainitz on February 11th, 2022 | 11:01 CET

Deutsche Bank, Hong Lai Huat, Heidelberger Druck - Things are stabilizing!

  • RealEstate

After a sharp correction, the stabilization of the stock markets - due to concerns about faster than expected interest rate increases - has been successful. The DAX was able, at least temporarily, to fend off a fall below the psychologically important 15,000 point mark. The German benchmark index is driven by banks and financial stocks, which have outperformed for weeks. There are also outliers from the second row, which could surprise positively due to the presented figures.

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Commented by Carsten Mainitz on February 10th, 2022 | 13:40 CET

Alerio Gold, Aixtron, Siltronic - The signs point to growth!

  • Gold

The US Federal Reserve (Fed) has for some time begun to scale back bond purchases massively and will raise the key interest rate at its next meeting in March. Semiconductor manufacturers have indicated that the chip shortage will level off over the course of the year. How will these developments affect commodity prices and cryptocurrencies?

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Commented by Carsten Mainitz on February 9th, 2022 | 14:12 CET

Nel ASA, First Hydrogen, Nordex - Hydrogen with tailwind, storm at Nordex!

  • Hydrogen

Germany's path to climate neutrality is mapped out in the Climate Protection Act. With a tightening, the goal of greenhouse gas neutrality by 2045 is currently being targeted. This goal is to be achieved with the help of renewable energies such as wind power and photovoltaics. The transport sector poses a particular challenge. Here, CO2 emissions have risen over the past two decades despite the development of more efficient vehicles. While batteries are likely to prevail in passenger cars, hydrogen and fuel cell technology is considered the favorite in transportation due to higher ranges and shorter refueling times.

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Commented by Carsten Mainitz on February 8th, 2022 | 13:53 CET

Peloton, Aspermont, Netflix - Sustainable digital models

  • Digitization

The digital transformation of society and the economy started before Corona but was significantly accelerated by the pandemic. Whether across industries in business, sports or schools, digital business models are the future. If companies resist, they will likely soon be a thing of the past. On the other hand, there are winners emerging from the transformation stronger than before.

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Commented by Carsten Mainitz on February 7th, 2022 | 13:56 CET

Edison Lithium, Standard Lithium, Varta - Winners of the lithium shortage!

  • Lithium

Electromobility is only at the beginning of enormous growth. The primary beneficiaries are companies that produce or are on the way to producing the imperative raw materials such as lithium, cobalt, copper and nickel. Demand is significantly outstripping supply, with an increasing tightening. As a result, commodity prices are rising, and so are producers' profits.

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Commented by Carsten Mainitz on February 4th, 2022 | 12:22 CET

Novavax, Cardiol, MorphoSys - Here's the second wave of Corona vaccine plays!

  • Cannabis

The number of new Corona infections reported to the Robert Koch Institute (RKI) within one day has reached an all-time high. 236,120 additional cases were recorded, bringing the number of people in Germany who were confirmed to be infected with Sars-CoV-2 to 10.4 million. However, the number of unreported cases is significantly higher. Vaccine manufacturers from the early days have been able to clear the table in recent months, and now new companies such as Novavax and Valneva are entering the scene. But not all innovative approaches to fighting Corona are on the radar of investors. These are perfect conditions for a second share price wave.

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Commented by Carsten Mainitz on February 3rd, 2022 | 14:18 CET

JinkoSolar, Memiontec, Nordex - Elementary profit opportunities!

  • Technology

Fire, Water, Earth and Air - according to ancient teachings, these are the determining elements of our universe. The question is how we can harness them in the future without destroying ourselves in the process. On the one hand, this is about future possibilities of use, but on the other hand, it is also about the question of how we can create fair access for all people in order to avert impending distribution conflicts. Below are three companies whose profits are based on one each of these four elements.

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Commented by Carsten Mainitz on February 3rd, 2022 | 14:02 CET

Barrick Gold, Desert Gold, K+S - The big picture is right!

  • Gold

Does inflation hurt the stock markets? The answer is: it depends. It depends on how high it is and how long it lasts. Likewise, industries and consumers are affected quite differently. Interest rate levels also play an important role. What has been shown in the past - gold performs well during periods of high inflation. Agricultural commodities are also predicted to have a dazzling future.

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Commented by Carsten Mainitz on February 1st, 2022 | 11:11 CET

SAP, Kleos Space, Software AG - Big growth predicted!

  • Space

Data is an extremely important raw material in today's world and is already referred to as the new gold. Big Data, the evaluation and processing of large amounts of data using artificial intelligence, will become increasingly important in the coming years, both in society and the capital markets. The next step is the collection of big data through satellite-based earth observation. In the future, this is expected to be beneficial to humanity in terms of security, pollution, and economics. Innovative companies relying on this technology are in a huge growth market.

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