MQG 0.26% $203.40 macquarie group limited

MQG $150, page-324

  1. 671 Posts.
    lightbulb Created with Sketch. 62
    SYD/Macquarie Airports was spun out 11 years ago and MQG fully sold out in 2013...

    Aircraft leasing presents an issue. I expect a renegotiation between lessors and lessees to cover the interim period that will impact the income of the lessors. Ultimately the lessors still own the planes which still hold value (as long as they aren't 737-MAXs lol). From my understanding, and I could be wrong here, Macquarie leasing was more focused on corporate and private jets rather than passenger jets so they should be less affected than an AerCap or similar company.
 
watchlist Created with Sketch. Add MQG (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.