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In recent reports, I analyzed the presence of leased aircraft in Russia. What we found was that airlines in Russia were more dependent on leasing aircraft than the rest of the world. One of the
Air Lease Corporation: The $800 Million Mistake In Russia
Summary
- Air Lease Corporation initially saw no reason to impair its assets.
- Company risk assessment has been proven little over a month after Air Lease made a case for not impairing assets.
- Our forward-looking valuation already embedded the invalidity of Air Lease's risk assessment.
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Dhierin-Perkash Bechai is an aerospace, defense and airline analyst.
Dhierin runs the investing group The Aerospace Forum, whose goal is to discover investment opportunities in the aerospace, defense and airline industry. With a background in aerospace engineering, he provides analysis of a complex industry with significant growth prospects, and offers context to developments as they occur, describing how they might affect investment theses. His investing ideas are driven by data informed analysis. The investing group also provides direct access to data analytics monitors. Learn more.Analyst’s Disclosure:I/we have a beneficial long position in the shares of AER either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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