External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

Equity Bottom-Up

<ul><li>AL provides airlines with flexibility in fleet planning and finance</li><li>Recent challenges such as the Boeing 737 Max grounding and global pandemic have impacted AL's financial performance</li><li>AL is well-positioned for future growth and improvement in returns due to strong management, diverse aircraft portfolio, positive industry trends, lower interest rates, and self-help initiatives.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

AL provides airlines with flexibility in fleet planning and financeRecent challenges such as the Boeing 737 Max grounding and global pandemic have impacted AL's financial performanceAL is well-positioned for future growth and improvement in returns due to strong management, diverse aircraft portfolio, positive industry trends, lower interest rates, and self-help initiatives.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Air Lease Corp (AL) - Monday, Mar 11, 2024

Partner, River Valley Asset Management

River Valley Asset Management

Partner

Singapore-based boutique asset management firm

River Valley Asset Management is a Singapore-based boutique asset management firm. Our team at RVAM strongly believes in being a trusted steward of our clients' wealth across generations.

Each of our fund managers has years of rich portfolio management experience over multiple market cycles at world-class investment houses. We bring our clients the combined strength of our investment team to manage their financial portfolios and to provide bespoke guidance on all aspects of their financial health.

We offer multi-asset class expert investment advice to accredited investors who are family offices, high net worth individuals and institutional investors to preserve and grow our clients' wealth.

The fund management team of the company includes Homiyar Vasania, Anand Ramachandran and Jamshed Desai.

Sometimes the most interesting ideas and investment opportunities emerge from activities and occurrences which are part of our daily lifestyle. Whether it be for work or recreation, many of us are spending more and more time stepping onto an airplane. Despite the rising trend of air travel, airline companies have not been great investments. Low entry barriers resulting in rising competition, limited differentiation and significant fixed costs has resulted in airlines struggling to generate adequate returns. But, every trend has its winners, so within the eco-system of air travel we hunted for businesses which have higher entry barriers, steady demand, limited competition and attractive returns and were surprised by the robustness of our find,  <a href="https://www.smartkarma.com/entities/22689" target="_blank" data-smartkarma-citation="entities:22689:1">BOC Aviation (2588 HK)</a>. BOC Aviation (BOCA) is a Singapore based company, listed in Hong Kong, with a consistent track record of delivering revenue and earnings growth. It is run by a conservative management and benefits from exposure to a secular trend (growth in Low Cost Carrier travel in Asia). A growth company, trading cheaply, paying out an attractive dividend with strong multi-year visibility – a stock with signs of being a consistent compounder, an air travel play with wings and we think it is set to fly.

Sometimes the most interesting ideas and investment opportunities emerge from activities and occurrences which are part of our daily lifestyle. Whether it be for work or recreation, many of us are spending more and more time stepping onto an airplane. Despite the rising trend of air travel, airline companies have not been great investments. Low entry barriers resulting in rising competition, limited differentiation and significant fixed costs has resulted in airlines struggling to generate adequate returns. But, every trend has its winners, so within the eco-system of air travel we hunted for businesses which have higher entry barriers, steady demand, limited competition and attractive returns and were surprised by the robustness of our find,  BOC Aviation (2588 HK). BOC Aviation (BOCA) is a Singapore based company, listed in Hong Kong, with a consistent track record of delivering revenue and earnings growth. It is run by a conservative management and benefits from exposure to a secular trend (growth in Low Cost Carrier travel in Asia). A growth company, trading cheaply, paying out an attractive dividend with strong multi-year visibility – a stock with signs of being a consistent compounder, an air travel play with wings and we think it is set to fly.

BOCA : Multi-Year Compounder with Wings & It Is Set to Fly

United States

Air Lease Corporation is an aircraft leasing company. The Company is principally  engaged in purchasing commercial aircraft and leasing to airlines around the world. Air Lease operates on a global basis, providing aircraft to airline customers in regions that include Asia, the Pacific Rim, Latin America, the Middle East and Eastern Europe.

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Air Lease Corp (AL US)

Air Lease Corp (AL) - Monday, Mar 11, 2024

AL is well-positioned for future growth and improvement in returns due to strong management, diverse aircraft portfolio, positive industry trends,...

Value Investors Club

BOCA : Multi-Year Compounder with Wings & It Is Set to Fly

Sometimes the most interesting ideas and investment opportunities emerge from activities and occurrences which are part of our daily lifestyle....

River Valley Asset Management

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