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Jul 27 2020, 15:35 IST/BST
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.
