AerCap Holdings N.V. (AER)

low peg ratio

sold some shares on 9-18-08

Neewcomer on NYSE. Good play in aircraft leasing.

AYR is a well managed aircraft leasing company that is undervalued. It also leases aircraft engines.

AerCap announced the issuance of $1.66B in floating rate notes in order to redeem currently outstanding notes. In addition, the remaining proceeds will be retained for aircraft purchases.

This is the debt refinancing transaction discussed since early March which should add at least $0.15 to annual EPS going forward.

08 EPS: 1.79 pe 5.1
09 EPS: 1.92 pe 4.76
10 EPS: 2.01 pe 4.54

Very low valuation in a business (aviation leasing) that will inevitably grow in the long term. Price suppressed due to fears of airline failures and fuel cost/ supply concerns

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32% fall in civilian aircraft exports

Good Forward Earnings Estimate

One of my guys over at A.G. Edwards filled me in on this wonderful little company.

Future has gone for disaster to explosive.

Price way to depressed for the fundementals of this company. Oil prices have scared of investors from this company. Well divirsefied and good managment. Looking for a nice pop. Would buy more if price keeps going down.

PEG 0.16, Price to book 0.34; too much debt, but I'm betting they can manage it. Risk-reward play.

Low relative PE, good star ranking, PEG & 09 PE still below normal - bottom fishing - 8/3 picks

Aviation service to European market is growing rapidly

Selling for 0.6 times book value. If this aircraft leasing company survives, its' stock price will likely double.

Having a leading position in the aviation industry, AerCap Holdings NV is an integrated aviation company, with a portfolio of over 300 aircraft and 57 engines either owned, on order, under contract or letter of intent, or managed, providing aircraft and engine leasing, trading and parts sales. Through its certified repair stations, it provides aircraft management services, performs aircraft and engine maintenance, repair and overhaul and aircraft disassemblies.

Lack of new supply and lack of availability of used quality aircraft for sale has tightened the supply of commercial aircrafts, which has ultimately favored suppliers like AerCap. The global demand for aircrafts, engines and other related services are driven by economic growth, globalization and entry of low cost carriers. The worldwide growth in air travel is expected to continue, whereby the size of the fleets is expected to double by almost 2025.

In April 2006, the company completed the acquisition of AeroTurbine, which specializes in aftermarket commercial aircraft engines and parts sales. AeroTurbine has established a large commercial engine leasing portfolio through its aggressive growth, and is well on its way to becoming the largest independent provider of aftermarket engine and airframe materials support. Being a high margin business, AeroTurbine’s expertise with engines and airframe parts would complement AerCap’s aircraft leasing and management expertise.

AerCap continues to enjoy good relationship with Airbus, as it is one of the largest Airbus‘s customers, which finally helps the company to qualify for favored pricing status. Also it has good exposure to the Chinese market due to its joint venture with China Aviation. Thus, AerCap should influence investors positively in the coming year.

Come fly with me come fly let's fly away.