Engine Supply Chain Experiences Shifting Pain Points
Engine supply chain issues are causing disruptions in the aircraft supply and driving up lease rates, benefiting FTAI Aviation and AerCap Holdings.
547 Views
Aircraft Leasing 101 - Heralding the Golden Era
Aircraft Leasing 101 is a quick and easy guide to the aircraft leasing industry. We are Bullish on Aercap and BOC Aviation, and you will be too...
720 Views
BOC Aviation (2588 HK): Lease Rate Surge to Boost Earnings; Undervalued Stock with 4.5% Div Yield
Aircraft shortage is driving up lease rates benefiting aircraft lessors like BOC Aviation. Stock trading at 0.9x PB with a 5% dividend yield and...
377 Views
Primer: BOC Aviation (2588 HK) - May 2026
Strong Market Position and Favorable Industry Dynamics: BOC Aviation is a top-tier global aircraft operating lessor with a young,...
126 Views
Haitong Unitrust (1905 HK): Trading Halt Points to a Likely Privatisation by the Parent
Haitong Unitrust is halted pending a likely privatisation by its parent. A merger vote looks low-risk; I estimate a potential offer range of...
111 Views