In today’s briefing:
- Ohayo Japan | Tech Earnings; Nissan’s Big UK Bet
- Engine Supply Chain Experiences Shifting Pain Points
Ohayo Japan | Tech Earnings; Nissan’s Big UK Bet
- Overseas: SPX +0.1%, Nasdaq -0.1%; Expect a heavy weak of tech sector earnings: CRM, SNOW, CRWD. OPEC meeting next week a focus
- Today: NKY Futs +0.3% v cash. JPY 149.4; Duty free shopping surges, good for dept stores, but changes to rules coming
- JapanX: Nissan Sparks Electric Revolution with £2 Billion Investment in UK Manufacturing
Engine Supply Chain Experiences Shifting Pain Points
- An excellent article by Keith Mwanalushi in Aviation Week Network is a must read, here is the link Engine Supply Chain Experiences Shifting Pain Points | Aviation Week Network
- Underpins our thesis that engine issues disrupt aircraft supply, pushing lease rates higher – especially on aircraft coming off leases, and for spare engines
- FTAI Aviation (FTAI US) is the prime beneficiary with a portfolio of engines followed by AerCap Holdings NV (AER US) with engines and mid-life aircraft coming off leases
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