Flugzeug Leasing und Handel

Company description

AerCap Holdings NV engages in aircraft leasing and aviation finance. It acquires new or used commercial aircrafts and lends them to its clients via operating leases. It also provides aircraft owners, financiers and investors with asset services to manage an aircraft portfolio. It operates through the Leasing, Financing, Sales, and Management of Commercial Aircraft and Engines segment. The company was founded in 1995 and is headquartered in Dublin, Ireland.

Website: http://www.aercap.com  

Es werden immer mehr auch Flugzeuge geleast. Das Business scheint zu gedeihen, die PE 8.17
Die Durchschnittsempfehlung laufet auf 60.50$ (derzeit 52.02$)
Hab mir paar Stücke zugelegt.
 

https://seekingalpha.com/article/...book-value-strong-pipeline-growth  

hier die Erwartungen:

analysts on Estimize are expecting 3.02% YoY revenue growth for Q3,  

Fr	AerCap Delivers First of Two New Airbus A350 Aircraft to Air Mauritius	Businesswire
05.10.17	AerCap Leased, Purchased and Sold 89 Aircraft in the Third Quarter 2017	Businesswire
04.10.17	AerCap Holdings N.V. to Release Third Quarter 2017 Financial Results on November 2, 2017	Businesswire
06.09.17	AerCap to Host Investor Day in New York on November 13, 2017	Businesswire

 

 

die Geschäfte scheinen sich gut zu entwickenln :-)

AerCap's second quarter 2018 earnings press release will be released before financial markets open in the United States on July 30, 2018. A copy of the press release will be posted on the "Investors" section of AerCap's website at www.aercap.com. At the same time, the presentation slides for the conference call will also be posted on AerCap's website.  

 Diluted earnings per share of $1.70 for the second quarter of 2018 and $3.42
for the first half of 2018

https://investors.aercap.com/static-files/...7-43c9-9c5d-f33860ea6676

 

Barclays PLC to $69.00. overweight rating.  

nach den sehr guten Zahlen werden wahrscheinlich Höherbewertungen folgen.
Auch die sehr guten Zahlenwerte sind positiv, Erwartungen für 2018 (ob schon revidiert ???)

KGV 8.47
Ergebnis/Aktie 6.66  
Buchwert je Aktie 62.27 €

derzeit wird keine Dividende gezahlt, würde nur 1/2 des Gewinns ausgeschüttet, würde die Rendite 6.7% betragen.

Risiko; Fliegerei ist gefährlich, da man sich in der Luft befindet.

 

denke, die Vorstellung könnte positive Kurswirkung zeigen.
(siehe Zahlen auf Seite 3, Rückkäufe von eigenen Aktien für 950 mio $)  

alles scheint perfekt zu laufen.
Auch sind weiter Aktienrückkäufe eingeplant.

On October 29, 2018, our Board of Directors approved a new share repurchase program authorizing total repurchases of up to $200 million of AerCap ordinary shares through March 31, 2019.

 

sollte demnach weiter steigen, PE bei ca 6,8  

reported 1.62   EPS and 1,153 revenue last quarter. Next report is 07/29
(guter Start)

 

 

https://seekingalpha.com/article/...valued-air-traffic-continues-grow  

Geldaufnahme (warum in Dollar und nicht im zinsgünstigeren € ?  

With a PE of 6.73, the valuation of $AER can be described as very cheap.
https://www.chartmill.com/...key=026c437c-940b-434b-a0f7-a291b0d6eca7  

 

Aercap Holdings (AER) to release earnings before the market closes on Tuesday, July 30. Expected EPS: 1.68.  

Net income of $331.5 million for the second quarter of 2019 and $565.6 million for the first half of 2019

Record earnings per share of $2.42 for the second quarter of 2019 and $4.09 for the first half of 2019...

 

vor 5 Tagen :

These figures are just a handful of the metrics value investors tend to look at, but they help show that AerCap is likely being undervalued right now. Considering this, as well as the strength of its earnings outlook,
AER feels like a great value stock at the moment.

 

der Halbjahresbericht gefällt mir nicht wirklich, und die ganze Greta Geschichte ???

https://www.rns-pdf.londonstockexchange.com/rns/0152O_1-2019-9-27.pdf