BOC Aviation: Airplane Lessors Remain Attractive

2025-03-28 07:02:12 ET

Summary

• BOC Aviation, the fifth-largest lessor globally, offers strong long-term investment potential due to robust air travel demand and stable lease terms.
• Despite higher financing costs, BOC Aviation's operating lease yield remains stable, showcasing effective management and attractive leasing opportunities.
• The company's book value per share has increased, indicating significant upside potential, especially when considering typical price-to-book ratios.
• Investing in the Hong Kong listing is recommended due to better liquidity, despite the OTC listing showing higher theoretical upside.

Aircraft lessors are some of my favorite stocks to invest in for the long term due to the strong value retention of flight equipment. Unfortunately, there are not that many airplane leasing stocks and at times the stocks are not appreciated as much as they should be....

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