AYR
✈️ Aircastle is highlighted as a compelling pick by Goldman Sachs, despite its seemingly mundane aircraft leasing business.
📈 The company benefits from a shortage of both aircraft and engines, driving up lease rates.
💰 With contracts typically spanning 6 years, Aircastle is poised to capitalize on current high rates as older contracts expire and are renewed.
✅ Trading at only eight or nine times earnings, Aircastle presents a potentially undervalued opportunity in a growing sector.
@Artedeinvertir:
“Goldman Sachs is suddenly recommending a company that leases airplanes, a financial business that at first glance might seem boring. We did very well in True Value when we bought around 10 to 15 dollars, and then it rebounded because there was a lot of fear with the tourism sector, the airlines, and so on. However, afterwards, it has had a lateral behavior.”
Watch the exact part of the video where Artedeinvertir talks about Aircastle here:
Watch the video on YouTube.
Read more articles by the world’s top 100 analysts on Aircastle (AYR) at the following link. AYR stock.
