Trusted, expert assessment of the latest industry trends from the respected Ishka team, including regional analysis, airlines, lessors and critical emerging issues.
Aircraft OEMs 20-year outlooks: How do they differ?
Ishka reviews year-on-year changes to the outlooks of Airbus, Boeing and COMAC. more
11/10/2019
in Aircraft Asset Profiles , Investor Education , Modelling and Forecasting
Fund watch: KGAL considers two new aviation investment products
KGAL considers continuing its core investment product series as DAE wins a $1.4 billion hedge fund mandate. more
10/10/2019
Carlyle scores tight pricing for AASET 2019-2
Carlyle Aviation Holdings Limited (Carlyle) has priced a $540.4 million aircraft securitisation, AASET 2019-2 Trust (AASET 2019‑2) split between three classes of notes. more
09/10/2019
A220 lease rates shrink as premiums evaporate
Lease rates for the A220-300 have shrunk as arguments against its tradability weaken and lessor competition intensifies. more
08/10/2019
in Aircraft Asset Profiles , Lessors and Lease Rates , Aircraft Finance Market
COMAC wins in the Airbus-Boeing WTO dispute
Burgeoning aircraft manufacturers like COMAC are reaping the rewards of the Boeing-Airbus World Trade Organisation (WTO) dispute. more
07/10/2019
Airline bonds Q3 2019: $7.1bn raised amid shrinking maturities
Airlines around the world raised $7.1 billion through 47 unsecured bond issuances in Q3 2019. more
04/10/2019
Aviation struggles to control the climate crisis narrative
Public fallout from the climate crisis represents an “existential” threat to aviation, said panellists at this year’s ISTAT Berlin. more
03/10/2019
Repo frenzy: Four airlines down, six on watch
Four airlines ceased operations in the past two weeks tentatively leaving 74 leased aircraft without an operator. more
01/10/2019
in Aircraft Asset Profiles , Lessors and Lease Rates , Airline Profiles
ISTAT: Lessors wary of further airline bankruptcies
Ishka summarises some takeaways from the ISTAT EMEA conference. more
30/09/2019
ISTAT Lessor CEOs: ‘Sun is setting’ on end of line widebodies
Ishka summarises the key talking points from the year’s ISTAT lessor CEO panel. more
27/09/2019
ISTAT: Lessors’ unease about future return of the MAX
The few leases agreed since the grounding paint a negative picture for near-term 737 MAX lease rates. more
26/09/2019
A380 funds face grim prospect of Emirates retirements
Emirates’ announcement that it may start retiring leased A380s at rental expiry could dash hopes for lease extensions into the 2030s. more
24/09/2019
Lessors move to repossess bankrupt Thomas Cook aircraft
178-year-old Thomas Cook has collapsed, leaving lessors to repossess its 55 leased A320s, A321s and A330s. more
23/09/2019
A busy summer for aircraft portfolio trades
Historically, aircraft trading slows down during the summer months but leasing firms confirm that there has been a surprisingly high number of transactions during July and August. more
20/09/2019
JOL investors brace for lower returns
Return expectations for both JOL and JOLCO investors have shrunk by around 1.5% over the past year, leading newer investors down the credit curve. more
19/09/2019
How has the A220 been financed so far?
Financier appetite for (and comfort with) the A220 has been growing steadily since its 2016 introduction. more
17/09/2019
M&A: PacLife sells ACG to Tokyo Century Leasing
Pacific Life Insurance Company (PacLife) has agreed to sell its remaining shares in Californian aircraft lessor Aviation Capital Group’s (ACG) to Tokyo Century Corporation in a deal worth approximately $3 billion. more
16/09/2019
Could the A220 become the third ‘liquid’ narrowbody?
A year after being acquired by Airbus the A220, née Bombardier CSeries, has racked up a series of new orders and a growing numbers of prospects. more
13/09/2019
Avation sees pick-up in turboprop demand
Emboldened by its strong quarterly results and buoyed by optimistic forecasts, Avation says it plans to aggressively grow the fleet by adding narrowbody and turboprop aircraft. more
12/09/2019
Fed cut helps United price record EETC
United Airlines (United) has broken its own record to price the tightest coupon to date for its recent enhanced equipment trust certificate (EETC) transaction. more
10/09/2019
Aengus Kelly: AerCap portfolio strategy “sticking to true north”
AerCap chief Aengus Kelly says the lessor is sticking to its policy of disposing older aircraft and chasing new-technology assets. more
09/09/2019
Late-life NG airframe values jump on the back of MAX grounding
Part out companies claim the MAX grounding has boosted late life NG airframe values. more
06/09/2019
FLY boasts bumper Q2 quarterly results
FLY Leasing reported a vast improvement in financial and fleet metrics in Q2 2019 as it continues to reap benefits from successfully absorbing the massive AirAsia portfolio, originally acquired in 2018. more
03/09/2019
Aigle Azur files for bankruptcy after failed leadership coup
French airline Aigle Azur filed for bankruptcy on 2nd September and entered judicial receivership following months of difficulties. more
02/09/2019
The unsustainably low level of aircraft retirements
Ishka examines the depressed level of aircraft retirements. more
30/08/2019
A380 retirement horizon: What’s coming?
More airlines have announced broad projected retirement dates for the A380. more
29/08/2019
Lessor CEOs: MAX continues to boost narrowbody lease rates
The MAX grounding and its lift to narrowbody lease rates dominated lessors’ earnings calls in 2019 Q2. more
28/08/2019
Macro headwinds to challenge weaker carriers
Ishka examines some of the recent macro trends that might affect the airline industry and some airlines most exposed to these trends. more
27/08/2019
Falko closes $650 million regional aircraft fund
Regional lessor Falko has closed its second aircraft equity fund at $650 million, away from what it describes as a "crowded" Airbus and Boeing market. more
23/08/2019
An airline CEO’s perspective: How to survive the lessor’s pitch
Capt. Suren Ratwatte, the former CEO of SriLankan Airlines, offers advice for negotiating the lease of a new aircraft. more
21/08/2019
in Lessors and Lease Rates , Airline Profiles , Investor Education
A321neo delivery delays worsening in 2019
Airbus A321neo delivery delays have worsened in 2019 despite the OEM’s efforts to ramp up production. more
20/08/2019
Shallow midlife 777-300ER market sees lease rates compress further
Ishka surveys lessors for current lease rates and sale prices for midlife 777-300ER. more
19/08/2019
What are the tax implications of GATS?
GATS aspires to make the use of trusts in aviation widespread, but how will uptake of trusts impact lessor and airline tax analysis? more
16/08/2019
ALC rejigs future fleet mix even as OEM problems linger
ALC's ambitious plans for doubling its fleet over five years are bearing fruit but its strategic targeting of 737 MAX is proving problematic. more
15/08/2019
Lessor takes aircraft from HNA-tied Aigle Azur
French carrier Aigle Azur raised eyebrows last week after confirming one lessor “took back” an A320 under “deceptive means.” more
13/08/2019
Aircastle Q2: Strained results flag risk of betting on emerging markets
Aircastle's disappointing Q2 results highlight the risk of over-exposure to emerging markets after the bankruptcies of Jet and Avianca Brazil. more
12/08/2019
Aircraft funds should be wary as courts rule against ‘tax treaty shopping’
In a guest Insight, PwC Ireland examines the increasing judicial scrutiny towards treaty-based tax planning and what it may mean for aircraft lessors and investors. more
09/08/2019
Q2 update: Top MAX airlines reveal grounding impact
Ishka examines the Q2 announcements of nine airlines affected by the MAX grounding. more
08/08/2019
Ishka’s take on Boeing’s MAX crisis five months on
Ishka reviews Boeing’s efforts to return the 737 MAX to service five months after its grounding. more
06/08/2019
Fund watch: Natixis exits Airborne Capital, PK AirFinance attracts buyers
Ishka examines the latest news for Airborne Capital and PK AirFinance. more
05/08/2019
in Aircraft Asset Profiles , Lessors and Lease Rates , Aircraft Finance Market
AerCap sees leased aircraft sales drop even as premiums rise
Ishka examines AerCap’s Q2 2019 results. more
02/08/2019
Cargo lessors: Boeing will have to offer discounts on extra 777 freighters
Boeing will have to offer discounts on extra 777Fs built to plug the production gap caused by the 777X delay, say cargo lessors speaking to Ishka - but is there a market for them? more
01/08/2019
Fund watch: SMBC AC fund picks up investors, Investec loses aviation head
SMBC Aviation Capital has launched a new closed-ended equity aviation fund of 17 Japanese institutional investors. more
30/07/2019
Remarketers confirm plummeting mid-life A330 lease rates
More mid-life A330 are being stored while values and lease rates appear to be compressing. more
29/07/2019
ICBC splits 38 aircraft portfolio between separate buyers
Chinese leasing firm ICBC Leasing finalises one of the largest aircraft portfolio sales of recent history. more
26/07/2019
in Lessors and Lease Rates , Aircraft Finance Market
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Boeing Q2: No certainty on MAX return to service
Boeing has prepared multiple and divergent plans for the MAX's return to service, betraying the uncertainty that still surrounds the MAX crisis. more
25/07/2019
In Germany, Spezialfonds timidly rise from KG market ashes
Ishka examines the German closed-end fund market: from the demise of retail KG funds to the slow emergence of Spezialfonds for institutional investors. more
23/07/2019
Investor Guide: Ancillary revenues and airline credit risk
In this investor guide, Ishka looks at the growing commercial footprint of ancillary revenues and their relevance to airline credit risk. more
22/07/2019
MAX grounding: Boeing's $8.3 billion blow
Boeing has announced $5.6 billion losses from customer concessions and delays deliveries, along with $2.7 billion from MAX production slowdown. more
19/07/2019
“Flight shame” poses long-term risk to aviation
After a decade of growth, 2019 Q1 passenger numbers in Sweden are 4.2% lower than the same period in 2018. Is aviation finance waking up to the long term risk of climate-conscious passengers? more
17/07/2019
in Regulatory and Accounting , Aircraft Finance Market , Home
The Aviation Investival New York
Oct 16 - Oct 17, 2019
The Stewart Hotel, United States
Ishka's Aviation Investival delivers the industry’s leading forum for aviation finance professionals and senior decision-makers to meet and engage with North American institutional investors.More info
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