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EADSY receives an order from BOC Aviation to deliver 70 of its A320neo commercial aircraft.
Singapore-based BOC Aviation said on Monday it has entered into an agreement with Boeing to purchase 50 Boeing 737-8 aircraft for an undisclosed sum.
BOC Aviation, the fifth-largest lessor globally, offers strong long-term investment potential due to robust air travel demand and stable lease terms. Despite higher financing costs, BOC Aviation's operating lease yield remains stable, showcasing effective management and attractive leasing opportunities. The company's book value per share has increased, indicating significant upside potential, especially when considering typical price-to-book ratios.
Boston Omaha remains undervalued with a $20 price target, driven by strong management and consistent cash flow across all business segments. Management continues to be a pivotal factor in capital allocation, and their increased communication efforts to shareholders is commendable. General Indemnity Group is the leading performing business, with 96.8% net income YoY growth YTD.
I've been a Boston Omaha (BOC 2.30%) shareholder for several years now -- since shortly after its IPO and before it was on the radar of many investors. But after 2024's extremely disappointing performance, my conviction in the stock simply isn't what it used to be.
This stock has been a disappointment for investors, but could it be a great value play?
The "mini-Berkshire" missed the mark on its third-quarter earnings report, but the stock is cheap.
BOC Aviation's aircraft deliveries decreased year-on-year and sequentially in the third quarter of the current year, which was worse than what I expected. But BCVVF's long-term outlook is favorable, taking into account the increase in aircraft leasing penetration rate and share gains for the biggest aircraft lessors driven by industry consolidation. I maintain a Hold rating for BOC Aviation stock following my evaluation of the company's aircraft delivery numbers for the short term and the aircraft leasing market's prospects in the long run.
BOC Aviation, the fifth-largest aircraft lessor globally, offers significant growth potential due to rising air travel demand and multi-year lease stability. Despite risks like China's weaker demand, BOC Aviation's long lease terms, and aircraft shortage position it well to capitalize on market opportunities. Recent financials show a 75% profit surge, driven by impairment reversals, finance leases, and aircraft sales, highlighting strong operational performance.
Boston Omaha Corporation (BOC) is in the early stages of building a stable, infrastructure-like business model with recurring revenue streams across its core sectors: billboards, broadband, and insurance. The company's strategic focus on underserved, non-competitive niche areas has led to resilient growth and strong cash flow, especially in the billboard and broadband segments. With favorable economic conditions and capital discipline, BOC is well-positioned for continued revenue growth, particularly as interest rate cuts could fuel its billboard and broadband expansion.
If you are looking for stocks that are well positioned to maintain their recent uptrend, BOC Hong Kong (BHKLY) could be a great choice. It is one of the several stocks that passed through our "Recent Price Strength" screen.