Part 1: The Big Two OEMs
Oct. 3, 2016, © Leeham Co.: There are airline assets and there are leasing assets.
That’s a good airplane but it’s not a good leasing asset.
These are the succinct remarks of just two lessors who decide what aircraft to add to their portfolios.
What do they mean by this and why do they say this?
We’ll take a look today at the thoughts behind these positions.