Aircraft Leasing

Platform power - differentiating the winners

  • Sectors : Aircraft Leasing
  • Companies : AerCap Holdings | Air lease | avation

Ratings

Ratings and price correct at time of issue

Company Rating Date Previous Rating Date Closing Price
AerCap Holdings OUTPERFORM 27/06/17 N/A N/A 2823c
Air lease OUTPERFORM 01/11/19 N/A N/A 2653c
avation OUTPERFORM 01/11/19 N/A N/A 158.5p

DAVY VIEW

While the air traffic ecosystem will be in a gloomy state until effective treatments or vaccines are available, we believe major concerns for the aircraft leasing industry are overblown. We expect solid statements from the two US-listed lessors over the next fortnight and believe both stocks represent extremely attractive value opportunities in the medium term.

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Jul 27 2020, 15:35 IST/BST

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