Published On: May 13th, 2024Categories: Trade Ideas
In this investment case we take a closer look at AerCap, the world’s largest aircraft lessor. We consider AerCap’s balance sheet as solid and we like its financial flexibility and the quality of its management. We expect the industry momentum to remain solid in the quarters ahead and we see the potential for further AerCap’s rating upgrades in the future, especially at Moody’s and S&P’s, whose Baa2/BBB ratings are on “positive” outlook.
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