BOC Aviation

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.» Mehr auf seekingalpha.com

BOC Aviation's aircraft deliveries decreased year-on-year and sequentially in the third quarter of the current year, which was worse than what I expected. But BCVVF's long-term outlook is favorable, taking into account the increase in aircraft leasing penetration rate and share gains for the biggest aircraft lessors driven by industry consolidation. I maintain a Hold rating for BOC Aviation stock following my evaluation of the company's aircraft delivery numbers for the short term and the aircraft leasing market's prospects in the long run.» Mehr auf seekingalpha.com

BOC Aviation, the fifth-largest aircraft lessor globally, offers significant growth potential due to rising air travel demand and multi-year lease stability. Despite risks like China's weaker demand, BOC Aviation's long lease terms, and aircraft shortage position it well to capitalize on market opportunities. Recent financials show a 75% profit surge, driven by impairment reversals, finance leases, and aircraft sales, highlighting strong operational performance.» Mehr auf seekingalpha.com