Changes in Hong Kong stocks | BOC Aviation Leasing (02588) rose to a record high of nearly 5%. The company both benefited from rising aviation industry sentiment and the Fed's interest rate cut cycle

The Zhitong Finance App learned that BOC Aviation Leasing (02588) rose nearly 5% in the afternoon to a high of HK$78.85, a record high. As of press release, it rose 4.39% to HK$78.55, with a turnover of HK$887.514 million.

Ping An Securities Hong Kong released a research report saying that the current boom in the aircraft leasing industry is still rising. Aircraft manufacturers' production capacity continues to be limited due to factors such as the tight global supply chain for new aircraft, shortage of skilled workers, and blocked supply of raw materials, while demand for aircraft remains strong. As aircraft supply and demand continue to tighten, aircraft values and rents continue to rise, while leading aircraft leasing companies have relatively steady aircraft deliveries, which will benefit from the upward cycle of the aircraft leasing boom.

Western Securities, on the other hand, said that as a leading aviation leasing company, the company may benefit both from the rising aviation industry boom and the Federal Reserve's interest rate cut cycle. On the one hand, BOC Aviation Leasing has 483 listed aircraft, ranking fifth among global aircraft leasing companies. On the other hand, as the rising aviation boom will continue to benefit from the revenue growth brought about by the global airline customer base. On the other hand, as the Federal Reserve's interest rate cuts continue to advance, the company's capital costs in US dollars are expected to decline, and interest spreads are expected to expand and achieve double beta resonance.