1 deck published between 2015-04-07 and 2015-04-07 — 89 pages, 89 analysed slides total.
Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.
AerCap, the largest independent aircraft lessor, trades at 8.5x earnings; the equity should rerate as the credit markets already have post-ILFC deal, supported by low-teens ROE and ~10% EPS CAGR.