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Aircraft lessors are gearing up for a key court hearing with their insurers in Dublin this June, under claims based on their contingent insurance policies for aircraft trapped in Russia. more
24/04/2024
Three PE-owned leasing firms have made senior leadership changes, including the loss of two CEOs, one CFO and at least three other leasing executives, all in the last few months. Ishka examines why. more
16/04/2024
in Other
SMBC Aviation Capital CEO Peter Barrett talks to Ishka about rising lease rates, how a weak Japanese Yen is impacting aircraft leasing and the difficulties of M&A in the aircraft leasing space. more
27/03/2024
in Aircraft values, Lease Rates & Returns , Lessors & Asset managers , Other
Multiple sources have confirmed that there has been an uptick of interest from private equity (PE) investors for aircraft opportunities in 2024 – a stark contrast to last year which was noticeably difficult for new fundraises, particularly in aviation. more
21/03/2024
in Aircraft values, Lease Rates & Returns , Lessors & Asset managers , Other
Aircraft asset managers confide that currency movements are starting to impact Japanese investor appetite and behaviour when it comes to aircraft investments. Separately Ishka examines UK lessor Falko Regional Aircraft recent acquisition of 24 regional jets. more
18/03/2024
in Aircraft values, Lease Rates & Returns , Lessors & Asset managers , Other
Ishka examines Watson Farley & Williams' relaunched, and expanded, Global Aviation Resource Index (GARI), an online tool which covers repossession and deregistration rights in over 100 jurisdictions. more
12/03/2024
in Other
Ishka presents the full list of its 2023 Deal of the Year Award winners. more
11/03/2024
in Other
Aircraft traders share that there has been more interest in older aircraft as lessors release more portfolios into the market. more
29/02/2024
This is the 7th edition of Ishka’s aircraft buyers list, where Ishka summarises a list of potential and active buyers of leased aircraft on the secondary market. Ishka recorded seven new aircraft trades and added three new firms to the list since the last update on December 6th 2024. more
23/01/2024
Ishka notes an increase in aircraft trading activity last year with 31 of the 34 leasing firms monitored by Ishka in its Aircraft Buyers Database managing to acquire at least one aircraft via the intra-lessor market in 2023. more
16/01/2024
After several requests for extensions, Ishka has pushed back the deadline for 2023 deal of the year submissions till the 26th of January. more
10/01/2024
in Aircraft values, Lease Rates & Returns , Other , Aviation Banks and Lenders
Ishka is taking a short break over the Christmas and New Year holiday period. We want to thank all our readers for their continued help and engagement with Ishka Insights. Your normal Insights service will resume in January. more
21/12/2023
in Other
Aircraft lessors are understood to have submitted first-round bids for several aircraft portfolios currently in the market as many sellers look to shortlist buyers in January. more
14/12/2023
This is the 7th edition of Ishka’s aircraft buyers list, where Ishka summarises a list of potential and active buyers of leased aircraft on the secondary market. Ishka recorded seven new aircraft trades and added three new firms to the list since the last update on September 20th 2023. more
06/12/2023
More aircraft lessors are exploring the spare engine leasing market on the back of rising engine prices and lease rates due to MRO delays and parts shortages. more
09/06/2023
Ishka understands multiple airlines with RFPs out in the market are actively exploring Japanese Operating Lease with Call Option (JOLCO) financing for upcoming aircraft deliveries. more
30/03/2023
in Other
JOLCO investor appetite appears to have rebounded from the lows of the last few months of 2022, thanks, in part, to the strengthening of the Japanese Yen (JPY) against the US Dollar (USD). more
21/03/2023
in Other
A reminder that the submissions deadline for Ishka Deal of the Year Awards submissions is less than two weeks away on the 10th February 2023. more
27/01/2023
in Other
A year on, Ishka examines the legal takeaways from a heavily contested Chapter 11 bankruptcy restructuring used to prevent an attempted auction of leased Airbus A350s by a distressed debt investor at the expense of JOL investors and junior debt holders more
03/01/2023
Ishka is taking a short break over the Christmas and New Year holiday period. We want to thank all our readers for their continued help and engagement with Ishka Insights. Your normal Insights service will resume in January. more
21/12/2022
in Other
Ishka is now accepting submissions for its Deal of the Year Awards. The Ishka Deal of the Year Awards celebrate the best closed aircraft financings of 2022. more
01/12/2022
Avolon’s new CEO, Andy Cronin, says lease rates for lessor orderbook Airbus A320neos and Boeing 737 MAXs have climbed 15% to 20% since their “trough” in the first half of 2021 to reach parity with pre-Covid rates. more
07/10/2022
Ishka understands that there has been investor interest in buying lessor claims against insurers for aircraft trapped in Russia, and Aeroflot has reportedly disassembled an Airbus A350. more
19/08/2022
in Other
The Covid-19 pandemic forced the grounding of thousands of aircraft, in many cases to never be operated again. Two years on from the beginning of global Covid-19 travel restrictions, Ishka takes a look at the currently parked fleet and assesses what proportion of these aircraft will return to revenue service. more
16/03/2022
Ishka reviews what impact inflationary pressures may have on aircraft investors and its relationship with four Ps: Planes, Pilots, Petrol, and basis Points. more
08/02/2022
The Omicron coronavirus variant could delay the recovery in air travel by at least three or four months and could lead to more airline restructurings, warn aviation veteran forecasters independent consultant Dick Forsberg and MUFG’s head of aviation research Bert Van Leeuwen. more
15/12/2021
in Modelling and Forecasting , Aircraft Finance Market
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In a guest white paper, FPG Amentum examines how much SAF (and how much money) it would take current-technology A320 and A330 operators to match the lower emissions of newer variants. more
19/10/2021
Ishka presents some key takeaways from the Ishka+ original session: Forecasting with a murky crystal ball. Find out why AerCap & GECAS was probably a one-off, when the industry expects more aircraft impairments, and why there are likely to be more ad-hoc aircraft auctions… All the content is still available on-demand. more
11/05/2021
Southwest Airlines CEO Gary Kelly said during an earnings call on 22nd April that new state aid under a hypothetical fourth extension to the Payroll Support Programme (PSP) would be “hard” to argue for. more
06/05/2021
Aviation consultant Michael Halaby and Ishka editor Dickon Harris examine how a lack of an applicable set of ESG standards for aviation is holding back the development of green financing for aviation. more
20/04/2021
in Regulatory and Accounting , Modelling and Forecasting , Aircraft Finance Market
Ishka summarises four key takeaways about what lies ahead for investors and lessors in 2021, from Ishka+ Original, Forecasting with a Murky Crystal Ball. more
10/02/2021
Ishka presents some of the key takeaways from the Ishka World Tour Conference. more
10/11/2020
in Lessors and Lease Rates , Modelling and Forecasting , Aircraft Finance Market
Airbus and Boeing had nearly 600 built but undelivered aircraft at the end of Q2 2020. This number is now likely to be higher, but the situation at Airbus appears to be improving. more
07/09/2020
in Investor Education , Modelling and Forecasting , Aircraft Finance Market
No airline is immune to the Covid-19 crisis, but some are more resilient than others. Low-cost carriers (LCCs) and operators in large domestic markets appear to be doing better. more
06/07/2020
in Airline Profiles , Modelling and Forecasting
The approval of the Lufthansa bailout package by shareholders this week dissipated fears that the airline could be forced into insolvency. more
26/06/2020
Beyond a few regional pockets of travel activity, international air travel remains stymied by health regulations and travel restrictions. more
23/06/2020
A growing number of airlines are trimming their fleets as they reconsider their capacity needs in the wake of the Covid-19 crisis. more
15/06/2020
in Aircraft Asset Profiles , Airline Profiles , Modelling and Forecasting
A €9 billion Lufthansa bailout makes Germany the second-largest provider of state aid to airlines as Chile and Colombia consider supporting bankrupt LATAM and Avianca. more
28/05/2020
The tally of confirmed bailouts grew by $1.34 billion from the previous week, but Germany edged closer to an agreement for a $9.7bn 'stabilisation package' for Lufthansa. more
21/05/2020
Commercial air traffic has begun a slow recovery, raising the question of which airlines and aircraft will be best positioned in the new environment. more
18/05/2020
in Aircraft Asset Profiles , Airline Profiles , Modelling and Forecasting
Ishka updates and expands last week’s summary of airline demands for state support and bailout offers by governments around the world. more
26/03/2020
in Airline Profiles , Modelling and Forecasting , Aircraft Finance Market
Is Covid-19 recovery in China, South Korea and Singapore translating into an air traffic revival? Not quite - only China’s domestic market for now. more
23/03/2020
The CEOs of five of the world’s largest aircraft lessors say they are ready to help airline customers weather the Covid-19 travel slump, but not unreservedly. more
06/03/2020
Ishka examines the changing landscape for air travel in North East Asia amid the Covid-19 health emergency. more
19/02/2020
Ishka’s head of advisory, Eddy Pieniazek and Dickon Harris explain how the grounding of the 737 MAX grounding, has disrupted aircraft delivery forecasts and aircraft lessors’ plans. more
14/02/2020
in Aircraft Asset Profiles , Modelling and Forecasting , Aircraft Finance Market
The following is an excerpt from Ishka’s VISTA 2020: our new forecast for the year ahead. more
29/12/2019
Ishka provides a guide to aircraft scheduled for delivery to airlines in Asia-Pacific over the next 24 months. more
20/12/2019
Boeing announced late on 16th December that it will temporarily suspend production of the 737 MAX beginning in January. more
17/12/2019
in Aircraft Asset Profiles , Modelling and Forecasting , Aircraft Finance Market
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