Aviation Strategy

Lessors in the
post-pandemic world — April 2021

Resilience was the key word for the CEOs of the operating lessors, as they recounted how their companies have been impacted by the Covid-19 shock, through airline bankruptcies, lease defaults and deferrals and sharp falls in asset values. One might have expected these tribulations to have depressed the lessors’ market values, but investors appear to have regained full confidence in the aircraft operating business…… ……

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