Global Mobility/Transport, Equity Long-Short

Mohshin Aziz

Capital market veteran with 22 years experience with stints as an analyst (sell-side & buyside), investor relations and fund manager. 

My key expertise in the aviation sector. My definition of "aviation" includes airlines, travel tours, airports, airport retail & services, OEMs, online travel agents, aircraft lessors, air cargo/logistics, etc.   

I have an active watchlist consisting 190 companies across 41 countries. The aviation sector is highly cyclical and I am constantly evaluating signals to uncover attractive trade opportunities.

Aircraft Leasing 101 - Heralding the Golden Era

BOC Aviation (2588 HK, BUY, TP:HKD70): High Quality Safe Bet

Engine Supply Chain Experiences Shifting Pain Points

Event-Driven

<ul>
<li>General Electric intends to offload its entire shareholding via a secondary offer, a positive development as it removes the share overhang</li>
<li>Opportune time to own Aercap as aircraft is in high demand and supply chain disruptions mean limited supply over the medium-term, ensuring high lease rates and strong profits </li>
<li>BUY with target price of $81.45 (+21% UPSIDE) pegged to FY24 P/BV of 0.94x, Aercap is the best in the pack with superior net lease margin, finance cost, and ROE     </li>
</ul>


General Electric intends to offload its entire shareholding via a secondary offer, a positive development as it removes the share overhang
Opportune time to own Aercap as aircraft is in high demand and supply chain disruptions mean limited supply over the medium-term, ensuring high lease rates and strong profits 
BUY with target price of $81.45 (+21% UPSIDE) pegged to FY24 P/BV of 0.94x, Aercap is the best in the pack with superior net lease margin, finance cost, and ROE     


Aercap Secondary Offer: Overhang No More and It Is Cheap, BUY

AerCap Holdings NV

Aercap Secondary Offer: Overhang No More and It Is Cheap, BUY