43% of World's Commercial Aircraft Fleet Is Leased

The transcript discusses Air Cap's success in the aircraft leasing industry, highlighting its strategies to maintain dominance despite competition from Chinese lessors. It addresses challenges faced by new entrants, historical trends in the industry, and the importance of mergers and acquisitions. The focus is on making informed investment decisions and managing customer relations, particularly with airlines like Hainan, to ensure business viability.

What are the key differences in the aircraft leasing business over the last four years?

How do banks typically enter the aircraft leasing business, and what challenges do they face later?

What factors contribute to the sustainability of profitability in the aircraft leasing business?

What historical patterns have been observed when banks enter industries with low spreads?

How do the business models of airlines like Hainan Airlines impact their viability in the leasing market?