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Jul 9 2021, 15:00 IST/BST
We expect a solid Q2 earnings report from AerCap on July 29th, with demand softness in south-east Asia and widebody trends overall nullified by underlying momentum carried from Q1. Higher-level, the business is well-capitalised and in good shape ahead of the accretive GECAS deal in Q4. These dynamics contrast with a share price decline of 17% since the beginning of June, and we remain comfortable with our $76 price target.