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 May 10th, 2022 | 10:39 CEST
Zalando, Aspermont, SAP - Corona and back, the stock rebound is coming!
What would society and the economy look like without digitization? The Internet, software and smartphones have become a matter of everyday life and form the basis for communication and interaction. Corona has been an accelerator in many ways. On the other hand, pandemics and war clearly show us the limits of supposedly predictable growth with scarcity prices and supply chain disruptions. At a reduced price level, it is worth looking at "digitization stocks" that offer good opportunities.
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Commented by Carsten Mainitz on May 4th, 2022 | 13:57 CEST
Phoenix Copper, Glencore, Rheinmetall - High demand is intact
In its latest report, the World Bureau of Metal Statistics (WBMS) provided an interesting insight into the general conditions of the metal markets at the beginning of the year. According to this report, there is still a global demand surplus for copper - just as there is for lead and nickel. In the first two months alone, the deficit already amounted to 83,000t of copper, up from 476,000t in 2021. In contrast, mine production rose by just 2.8% in January and February. However, coal and defense products are also currently in demand globally.
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Commented by Carsten Mainitz on May 2nd, 2022 | 12:22 CEST
Adler Group, BrainChip, Verbio - Exciting developments!
Not every piece of information is received by the market as the broadcaster had intended. The general sentiment and the need for an explanation of news or developments also plays a major, sometimes even decisive role. The management and shareholders of the Adler Group and Verbio can currently sing a song about this. However, in part, it is also the short-sighted quarterly thinking, as in the case of BrainChip, that is depressing the share prices. Forward-looking investors can profit from these constellations.
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Commented by Carsten Mainitz on April 27th, 2022 | 12:13 CEST
Hong Lai Huat, Commerzbank, Vonovia - Go for intrinsic values!
Tangible assets such as equities, real estate and commodities remain a strategically correct investment decision in the face of increasingly rising inflation. However, the crystal ball must make a precise forecast of the complex interplay of inflation rates, economic development, external shocks (Corona, Ukraine war) and central bank reactions. With these substance stocks, investors can survive rougher stock market phases.
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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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