Ishka Insights: indispensable analysis and opinion

Trusted, expert assessment of the latest industry trends from the respected Ishka team, including regional analysis, airlines, lessors and critical emerging issues.

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Why are JSA and Goshawk’s aircraft orders so significant?

Ishka examines the implications of two speculative aircraft orders by aircraft lessors, Goshawk Aviation and Jackson Square Aviation. more

17/07/2018

in Lessors and Lease Rates

Operators still prefer production freighters to conversions

A boom in air freight has resulted in an undersupply of available aircraft, but operators still prefer production freighters to conversions. more

16/07/2018

in Aircraft Asset Profiles

Aircastle flexes new investment grade muscles

Dickon Harris interviews Aircastle’s CEO, Mike Inglese, about the firm’s plans following two investment grade ratings from both Fitch and S&P. more

12/07/2018

in Lessors and Lease Rates

North American carriers yields hold up but rising fuel and labour costs hit operating profits

Ishka studies the North American airlines’ operating profitability in light of the inflationary pressures from higher crude oil prices and labour expenses. more

10/07/2018

in Airline Profiles

Amedeo eyes London fund market for Intrepid fleet

Ishka speaks with Amedeo's CEO, Mark Lapidus, about the recent merger with Intrepid and his plans for the A380. more

04/07/2018

in Lessors and Lease Rates

Intrepid: what exactly have Amedeo acquired?

Ishka looks at Intrepid's fleet financing arrangements. more

03/07/2018

in Lessors and Lease Rates , Aircraft Finance Market

Intrepid and Sky Leasing purchases bode well for more leasing platforms sales

Dickon Harris offers highlights from Ishka’s Dublin festival. more

02/07/2018

in Aircraft Finance Market

FastJet comes off life support (again)

The LCC is fighting for its life, Ishka looks at the carrier’s fleet financing arrangements. more

29/06/2018

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

Lessors forced to wait for MRO slots

A spike in MRO activity is forcing aircraft lessors to wait for availability to overhaul aircraft and engines. more

25/06/2018

in Lessors and Lease Rates , Aviation financings , Aircraft Finance Market

Lessors maintain claims against Monarch Airlines

Administrators and ex-lessors are in dispute over security deposits and maintenance reserves. more

22/06/2018

in Lessors and Lease Rates , Airline Profiles

Lessors limit impairments despite airline bankruptcies

In this Insight, Ishka reviews the asset quality performance of the major listed lessors during 2017. more

21/06/2018

in Lessors and Lease Rates

FLY Leasing: all set for an ambitious expansion?

FLY Leasing’s self-proclaimed “transformative” acquisition of AirAsia is looking set to close in Q3 as required approvals come in, overshadowing somewhat Fly’s solid performance in Q1 2018. more

21/06/2018

in Lessors and Lease Rates

Which lessors are growing the fastest?

Ishka identifies some of those companies involved in the leasing space that have expanded their portfolios the most over the last three years. more

18/06/2018

in Lessors and Lease Rates

Lessors insist buyers take ‘the sweet with the sour’ with aircraft portfolio trades

Lessors have indicated that trading remains robust as sellers receive multiple bids for leased aircraft portfolios. more

15/06/2018

in Lessors and Lease Rates

Airlines adjust to more lease novations

Ishka reviews airline novation charges for lessors. more

12/06/2018

in Lessors and Lease Rates , Airline Profiles

ALC’s ambitious growth plan is underway

Ishka explores ALC’s Q1 results in the light of its recently announced growth plans. The lessor is in an acquisition mode, looking to supplement its deep orderbook with opportunistic purchases in the open market. more

11/06/2018

in Lessors and Lease Rates

GECAS launches START 2018-1 ABS, Castlelake prices fifth ABS

Castlelake has priced its fifth aircraft ABS while GECAS is in the market with its eleventh aircraft securitisation. more

08/06/2018

in Capital Markets

AerCap thrives despite Monarch and Air Berlin effect

AerCap's active trading showcased the lessor's platform in Q1 2018 despite deterioration in some metrics. Ishka takes a closer look and is not concerned. more

06/06/2018

in Lessors and Lease Rates

Castlelake to acquire 23 aircraft for fifth ABS

Aircraft fund manager returns to the ABS market with CLAS 2018-1. more

05/06/2018

in Lessors and Lease Rates , Aviation financings , Aircraft Finance Market

The Investor View: M&G Investments

Matthew O’Sullivan, Co-Head of ABS Credit Research at M&G investments discusses the aviation finance investment landscape. more

02/06/2018

in Aviation financings , Investor Education

FX issues dampen Korean investor demand

Cost of currency swaps is making senior debt uneconomic for Korean investors. more

31/05/2018

in Capital Markets , Aircraft Finance Market

Avation becomes a full-service lessor

Ishka examines Avation PLC’s evolution into a full-service lessor and its recent aircraft trading activity. more

28/05/2018

in Lessors and Lease Rates

Q1 2018 Traffic Update: Year-on-year load factors pick up

As part of a regular series looking at the trends in air traffic and capacity, in this week’s Insight, Ishka reviews the traffic and capacity changes during the first quarter of 2018. more

23/05/2018

in Regulatory and Accounting

Aircastle ventures into neo sale/leasebacks

Ishka examines Aircastle’s Q1 results. more

22/05/2018

in Lessors and Lease Rates

Rising swap rates put further pressure on returns

As 5-year USD swaps broke the 3% barrier last week Ishka examines what impact this is having on new aircraft leases. more

18/05/2018

in Aircraft Finance Market

Equity returns squeezed for leased aircraft

Investors report to Ishka that equity returns are compressing for leased aircraft. more

17/05/2018

in Lessors and Lease Rates , Aircraft Finance Market

Case study: Lessors place Monarch aircraft

Ishka examines where the fleet of leased Monarch aircraft has gone, who is now operating them – and how long the process took. more

14/05/2018

in Lessors and Lease Rates , Investor Education

Is new equity here to stay?

Ishka reports from ISTAT’s Asia event in Singapore. more

11/05/2018

in Capital Markets , Investor Education , Aircraft Finance Market

When and why size matters for leasing companies

Ishka examines the value of size in aircraft leasing platforms. more

10/05/2018

in Lessors and Lease Rates

Slots still risky for financiers as collateral despite Monarch victory

Monarch’s creditors recently won the right to trade the defunct carrier’s airport slots after an appeal but White & Case, in a guest report, argues that slots still represent uncertain collateral for financiers. more

08/05/2018

in Regulatory and Accounting

Aircastle’s heavy reliance on trading

Ishka reviews Aircastle ‘s FY2017 financials. more

03/05/2018

in Lessors and Lease Rates

Turboprops forever?

Ishka examines ATR and Bombardier’s plans for updating their turboprop offering - an aircraft market largely unchanged since the 1980s. more

01/05/2018

in Aircraft Asset Profiles

Norwegian plans to divest up to 140 aircraft

The low-cost carrier wants to free up its balance sheet and reduce costs by moving away from operating leases. more

30/04/2018

in Airline Profiles , Aircraft Finance Market

New 777-300ERs lease rates and prices down slightly

Ishka looks at lease rates and values for the Boeing 777-300ER as it approaches the end of its production life. more

27/04/2018

in Aircraft Asset Profiles

Merx uses debut ABS to help switch to full servicer

Merx Aviation markets inaugural aircraft securitisation backed by 25 narrowbodies. more

24/04/2018

in Lessors and Lease Rates

BOC Aviation moves away from floating rate leases

Ishka examines Singapore-based aircraft lessor BOC Aviation's latest results as it undergoes substantial expansion and shifts away from a floating rate business model. more

23/04/2018

in Lessors and Lease Rates

Would lease transparency create more liquidity in aviation?

Attendees Ishka’s Investing in Aviation Finance event in London debate transparency. more

20/04/2018

in Lessors and Lease Rates

Aviation Schuldschein: NAC repeats issue, no new entrants

Nordic Aviation Capital returns to the Schuldschein market with a $105 million issuance. more

19/04/2018

in Capital Markets , Aircraft Finance Market

Will European investors stick with aviation as interest rates rise?

Ishka summarises some of the key takeaways from Ishka’s Investing in Aviation Finance Europe Conference held in London. more

17/04/2018

in Lessors and Lease Rates , Ishka insights

ALC uses tax boost to shop for aircraft

Ishka reviews Air Lease Corporation’s FY2017 results, as it preps for a higher interest rate environment to its planned shopping spree made possible by the U.S. tax changes. more

16/04/2018

in Lessors and Lease Rates , Ishka insights

The hidden rationale behind IAG’s potential bid for Norwegian

Ishka examines why IAG may be planning to take over a vulnerable Norwegian Air Shuttle. more

13/04/2018

in Airline Profiles , Ishka insights , Aircraft Finance Market

Improving Azul benefits from Brazilian recovery

Macroeconomic recovery in Brazil helped Azul to return to the black in 2017. But is Azul in a position to leverage the growth in the market? Ishka studies Azul’s strengths and weaknesses in this ‘Airline Credit Profile’. more

11/04/2018

in Airline Profiles , Ishka insights

Appraisers indicate prices firm for current tech narrowbodies

A consensus value of a group of ISTAT certified appraisers, polled by Ishka, reveals A320ceo and 737s are retaining their value despite the increasing number of NEOs and MAXes. more

10/04/2018

in Aircraft Asset Profiles , Ishka insights

Lack of transparency holds back aircraft ABS secondary market

A lack of hard information is keeping secondary investors away from a booming market. more

09/04/2018

in Ishka insights , Capital Markets

Jet Airways struggles to reduce debt pile

The continued confidence of shareholder Etihad Airways, is crucial to the airline’s future. more

06/04/2018

in Airline Profiles

UAE banks react to fewer Emirates and Etihad deliveries

Ishka reviews UAE aviation finance banks. more

04/04/2018

in Ishka insights , Capital Markets

How AirAsia Capital purchase will change Fly Leasing

Ishka reviews Fly Leasing’s Q4 and FY2017 results in light of its recent large-scale acquisition of the AirAsia Capital portfolio. more

03/04/2018

in Lessors and Lease Rates , Ishka insights

Ishka Conference Highlights 

Ishka’s Investing in Aviation Finance: Europe conference returned to London on April 11th-12th 2018.  Watch the highlights and hear what our delegates had to say about the event 

Ishka Insight reports

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