As the world’s fleet increases, airlines are forced to spend time doing novations as lessors trade their aircraft. Ishka examines some of the challenges lessors and airlines face with novations. more
04/09/2017
in Lessor finances , Regulatory and Accounting , Technical Expertise
The major public lessors have reorganised their debt structure with unsecured notes now making up the bulk of their financing. more
10/05/2017
in Lessors and Lease Rates , Lessor finances , Capital Markets
Ishka examines how the borrowing costs have gone down steadily for most non-Chinese lessors. more
02/05/2017
ALC posts another strong set of results for 2016 offering no clues to observers searching for signs of the cycle turning. more
25/04/2017
Ishka looks at lessors’ impairment charges during 2016 and assesses whether they increased or decreased relative to 2015. more
18/04/2017
Ishka looks at the return on invested capital (ROIC) generated by the four major listed lessors and analyses how things have evolved during the last six years. more
13/03/2017
Several aircraft lessors have smaller leasing joint ventures in which they share equity with other investors. Ishka’s analysis reveals that these lessor sidecars tend to be manifestly distinct to their leasing company parent(s) - often containing much younger assets and adopting a different trading strategy. more
23/11/2016
in Lessors , Lessor finances , Aircraft financing and leases
AerCap’s latest results show a deterioration in certain credit metrics as the lessor continues to streamline its business. The Ishka view is that AerCap’s current robust operational metrics and stated strategic plans appear healthy and go some way towards mitigating concerns over the softening of the company’s credit parameters in the past nine months. more
11/11/2016
in Lessors , Aviation financings , Lessor finances , Aircraft financing and leases
Ishka provides a summary of the major Chinese players in the aircraft leasing sector – old and new – and anticipates what the future may hold once the dust has settled. more
08/07/2016