Latest insights

Lessor bonds: Spreads stay wide as ratings agencies mull downgrade

An analysis of 236 currently trading lessor bonds show that spreads remain wide versus pre-Covid levels across maturities and ratings. more

09/07/2020

in Lessors and Lease Rates , Capital Markets

Airlines seek summer A350 sale/leasebacks

Lessors indicate that after a “lull” sale/leaseback activity is now picking up but warn that financing remains a bottleneck for many asset managers looking to win mandates. more

07/07/2020

in Aircraft Finance Market

Top 100 airlines: LCCs and large domestic carriers fare better in crisis

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

Airlines decelerate debt issuances to $7 billion in June

Carriers disclosed only $6.9 billion of fresh commercial debt in June 2020, nearly half the amount airlines accessed in the first two weeks of March alone, but roughly equal to the volume of new bonds issued in the same period last year. more

03/07/2020

in Capital Markets , Aircraft Finance Market

Altavair CEO: ‘The aircraft leasing model has to evolve’

Altavair CEO Steve Rimmer believes “outsized returns” for aircraft lessors are a thing of the past, arguing that the Covid-19 crisis is accelerating a process of change that was already underway within aircraft lessors and their relationships with aircraft manufacturers. more

02/07/2020

in Lessors and Lease Rates , Aircraft Finance Market

On Watch: Three short-haul carriers down, SAA to halve fleet

Three more short-haul airlines – Caribbean carrier LIAT, Austrian LEVEL Europe and SunExpress Germany – have joined the growing list of Covid-19 casualties, bringing the total to 14 airlines or airline groups since March. more

30/06/2020

in Airline Profiles

Airline Credit Profile: China Southern’s opportunities and threats in the post Covid-19 world

In this week’s airline credit profile, Ishka highlights some of the key aspects of China Southern’s management of the coronavirus crisis. more

29/06/2020

in Airline Profiles

Covid-19 bailouts: Lufthansa AGM approves aid, KLM rescue unveiled

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

in Airline Profiles , Modelling and Forecasting

Risk of an oversupply of 737-800 freighters, warn cargo sources

The 737-800 freighter market is at risk of potential oversupply, say cargo sources, as more aircraft lessors and operators are looking at cargo conversion over the next few years. more

25/06/2020

in Aircraft Asset Profiles , Lessors and Lease Rates

ABS update: S&P announces aircraft and engine ABS downgrades

Ratings agency S&P downgraded 23 securities from 30 separate aircraft and aircraft engine ABS transactions last week. Twenty of the lowered ratings remain “On Watch” for potential further downgrade. more

24/06/2020

in Aircraft Asset Profiles , Lessors and Lease Rates , Aircraft Finance Market

EU ‘reopening’ leads tepid international travel reactivation

Beyond a few regional pockets of travel activity, international air travel remains stymied by health regulations and travel restrictions. more

23/06/2020

in Airline Profiles , Modelling and Forecasting

Aircraft Values: Ishka and Oriel issue further cuts, 737 NG premium dries up

Appraisers from Ishka and Oriel recorded further cuts on lease rates and values for some assets types this month, describing aviation as still in a “shocked, survival mode.” more

22/06/2020

in Aircraft Asset Profiles

Covid-19 bailouts: Lufthansa bailout in question, countries mull new aid

Lufthansa warns it could file for bankruptcy protection if its largest shareholder votes against a German bailout package while other countries mull further aid for their airlines. more

19/06/2020

in Airline Profiles , Aircraft Finance Market

Rating agencies respond to Covid-19 stress on aircraft ABS deals

Rating agencies have downgraded or placed several aircraft ABS notes on watch downgrade in the last few weeks in response to the continued pressure on securitised leased aircraft portfolios in the wake of the Covid-19 crisis. more

18/06/2020

in Capital Markets , Aircraft Finance Market

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