Research

Is GECAS a Good Deal? Conference Call on Why We're Overweight (Vol)

Tuesday, March 16, 2021

We invite investors to attend a conference call with Vincent Caintic on his upgrade
of Aercap (AER) to Overweight, with a target price of $88. Vincent upgraded
Aercap following its announcement of the acquisition of GE's aircraft leasing
business, GECAS. Vincent believes the acquisition has significant synergies and
embedded value not appreciated by the market. Vincent will also discuss broad
themes of investor feedback / pushback on his upgrade to Overweight and of
Aercap's acquisition of GECAS.

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