Trusted, expert assessment of the latest industry trends from the respected Ishka team, including regional analysis, airlines, lessors and critical emerging issues.
US aircraft lessor ACG gains traction with ECA-like product
Ishka examines ACG’s private aviation finance guarantee programme, AFS. more
13/12/2018
Investments in aviation finance – a return comparison
In a guest report asset manager and consultancy, AgFe, examines how aircraft equity returns compare to other real asset classes including airlines, REITs, shipping and the MSCI World Index. more
11/12/2018
Anatomy of a deal: Korean pension fund buys into ANA B777 mezz debt
Detailed market intelligence on lease rates, loans, and asset values, from Ishka. more
10/12/2018
in Aircraft Asset Profiles , Lessors and Lease Rates , Investor Education , Aircraft Finance Market
Fund watch: Sirius delays IPO; Ostrum seeks investors
Sirius Aviation Capital Holdings Limited, the Guernsey-based lessor launched by Ryanair’s ex-deputy CEO, Howard Millar, has delayed its IPO for the second time this month, while Ostrum Asset management launches a new aviation debt fund. more
07/12/2018
Thomas Cook feels the heat as shares fall by 55%
Thomas Cook blames the European heatwave this year for disappointing financials. Ishka investigates. more
06/12/2018
Ishka research update: Nepal Airlines struggles with $233m cost of new A330s
Detailed market intelligence on lease rates, loans, and asset values, from Ishka. more
04/12/2018
in Aircraft Asset Profiles , Airline Profiles , Aircraft Finance Market
Indigo Partners to the rescue after Icelandair axes WOW acquisition
Franke goes to Iceland: An eleventh-hour agreement to invest from Indigo Partners, founded by Bill Franke, has saved WOW Air after its acquisition by Icelandair was cancelled last week. more
03/12/2018
Could aviation finance attract ESG investors?
Ishka examines whether aviation finance, a notoriously carbon-intensive industry, could meet ESG (environmental, social, governance) criteria and attract ethical investors. more
29/11/2018
in Regulatory and Accounting , Capital Markets , Investor Education , Home
Emirates Cargo wins $8.9m for failed B737 freighter delivery
Aero Acquisitions never completed the freighter conversion or delivered the aircraft. more
27/11/2018
Vx Capital Partners prices freighter ABS
Vx Capital Partners, a leasing firm specialising in narrowbody freighter aircraft, has priced its debut securitisation, CARGO 2018-1, 100% backed by cargo aircraft. more
26/11/2018
Alitalia fails to take leased engine delivery
Dispute with Aircraft Engine Lease Finance Limited could be costly for an insolvent carrier. more
22/11/2018
German investors struggle to overcome USD hedging hurdles
Ishka panellists at the Ishka Frankfurt conference state rising hedging costs are keeping many German investors away from aviation. more
19/11/2018
in Investor Education , Aircraft Finance Market
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Aircastle uses investment grade status to cut costs
Aircastle is putting its newly-acquired triple-IG rating to good use as the markets present it with both opportunities and challenges. more
16/11/2018
What to do with an insolvent airline?
Should insolvent airlines be permitted to continue operating their aircraft temporarily? more
15/11/2018
Lessor chiefs react to promise of hard winter for airlines
Major leasing companies remain cautiously optimistic about their businesses. more
14/11/2018
Ishka NY Investival: Investors debate aircraft leasing risks and returns
An influx of capital penetrates the market for mid-life and older aircraft. more
12/11/2018
A marriage of convenience: Icelandair and WOW’s share swap
Ishka examines a merger between Iceland’s ailing adversaries. more
09/11/2018
Canada Jetlines breaches Boeing contract with A320 leases
The new carrier terminated its B737 MAX order to lease A320s from AerCap. more
08/11/2018
in Lessors and Lease Rates , Airline Profiles , Aircraft Finance Market
AerCap’s sales to slow as fleet makeover speeds up
AerCap’s Q3 results show that the lessor’s selling spree may be slowing down as the lessor shifts further focus to building up a fleet of highly liquid, popular aircraft types. more
07/11/2018
Stoptober: autumn’s failed airlines
After several airlines failures in the past few months, Ishka asks: is this par for the course or cause for concern? more
06/11/2018
New lessor Centrus preps for potential downturn
New leasing start-up Centrus’ founders explains to Ishka why they think the aircraft leasing sector could be on the verge of a correction. more
05/11/2018
in Lessors and Lease Rates , Home
TAP’s path to recovery
Ishka studies how Portugal’s flag carrier, TAP, has adapted its business model following the privatisation in 2015. more
01/11/2018
Ishka research round-up: Finnair leases A350-900 for $1.115m
Detailed market intelligence on lease rates, loans, and asset values, from Ishka. more
30/10/2018
in Aircraft Asset Profiles , Lessors and Lease Rates , Airline Profiles , Aircraft Finance Market
Investor watch: PE firm Carlyle buys Apollo
Ishka examines US private equity firm, The Carlyle Group’s planned acquisition of Apollo Aviation Group from founders Bill Hoffman and Robert Korn. more
29/10/2018
‘Expect more airline failures this winter’ says Ryanair’s O'Leary
European airlines are split on whether there will be more bankruptcies this winter. more
26/10/2018
Exclusive: Toby Bright picks internal successors to lead JSA
Retiring US lessor chief names new senior management team. more
24/10/2018
Ishka research round-up: Goshawk’s 100% B787-9 financing
Detailed market intelligence on lease rates, loans, and asset values, from Ishka. more
23/10/2018
in Aircraft Asset Profiles , Lessors and Lease Rates , Aircraft Finance Market
ALC’s mission to educate equity investors
Aircraft Lease Corporation argues that solely using net book value is not enough to assess an aircraft lessor's true worth. more
22/10/2018
New aviation fund watch: Cross Ocean Partners, Investec and Sirius
Ishka examines four recent debt and equity aviation funds that have launched in the space. more
19/10/2018
Ishka research round-up: SAS A320neos leased for $345,620
Detailed market intelligence on lease rates, loans, and asset values, from Ishka. more
15/10/2018
in Aircraft Asset Profiles , Lessors and Lease Rates , Aircraft Finance Market
Update: Ishka research round-up: Zephyrus parent confirms equity gain on B737 investment
Detailed market intelligence on lease rates, loans, and asset values, from Ishka. more
12/10/2018
in Aircraft Asset Profiles , Lessors and Lease Rates , Aircraft Finance Market
MRO and engine constraints continue to be a concern
MRO (maintenance, repair and overhaul) shop delays are still a concern for lessors and airlines. more
12/10/2018
in Technical Expertise , Aircraft Finance Market
Future deliveries update: Asia
Ishka provides a guide to aircraft scheduled for delivery to airlines in Asia over the next 24 months from the five main manufacturers: Airbus, ATR, Boeing, Bombardier and Embraer. more
11/10/2018
How long will China remain 'closed for business' for Boeing?
Chinese airlines have been conspicuous in their avoidance of direct aircraft orders with Boeing as the trade war heats up between China and the US. more
09/10/2018
in Regulatory and Accounting , Aircraft Finance Market
GATS: Lessors innovate to solve lease novation problem
GATS, The Global Aircraft Trading System, is the aviation finance industry’s answer to the problem of lease novations when trading aircraft. more
04/10/2018
in Lessors and Lease Rates , Aircraft Finance Market
Lessor CEOs turn guns on OEMs
Lessor CEOs at ISTAT’s EMEA conference in Prague last week, reflect on the relationship between OEMs and lessors. more
02/10/2018
Start-up Zephyrus markets debut aircraft ABS
Ishka examines Zephyrus Aviation Capital Limited's debut $336.6 million securitization, Zephyrus Capital Aviation Partners 2018-1 Ltd (Z-CAP 2018 -1). more
01/10/2018
ISTAT EMEA: Early signs of a downturn?
Aircraft lessor chiefs cited rising fuel costs, increasing interest rates, labour tensions and currency depreciation as danger signs for the industry. more
30/09/2018
ISTAT EMEA: ALC outlines mid-life ABS strategy
“The idea is that there is a ton of value in these leases. When we were selling to other people they were profiting from them. We no longer want to do that.” more
27/09/2018
in Lessors and Lease Rates , Aircraft Finance Market
Lessons learned from Veling’s failed 777 leases
Veling has experienced a run of bad luck on two of its B777-200ERs. more
24/09/2018
in Aircraft Asset Profiles , Lessors and Lease Rates , Airline Profiles
Q2 2018: FLY continues AirAsia portfolio sell down
Q2 2018 reporting by FLY Leasing is the industry’s first opportunity to assess the effect of the lessor’s bold decision to acquire the AirAsia portfolio. more
23/09/2018
CIT veterans launch new leasing platform: Zephyrus Aviation Capital
The 21-aircraft platform plans to expand to up to 75 aircraft within 18 months. more
20/09/2018
in Lessors and Lease Rates , Aircraft Finance Market
Future deliveries update: The Americas
Ishka reviews the aircraft delivery schedule for the next two years for North, Central and South America. more
18/09/2018
Investing in Japan: JOL and JOLCOs go “mainstream”
Demand has seen pricing for JOLCO and JOL products tighten while Japanese retail investors are, cautiously, open to a wider group of aviation credits. more
17/09/2018
Boeing and Marsh sued over AFIC insurance product
Xavian Insurance alleges that Mash and Boeing have ‘misappropriated’ trade secrets. more
14/09/2018
ALC Q2 2018: a case of rational exuberance?
ALC is entering a period of unprecedentedly fast growth and is earmarking $8.5 billion for the expansion of the platform over the next 18 months. more
12/09/2018
in Lessors and Lease Rates , Aircraft Finance Market
Future deliveries update: Africa and Middle East
Ishka reviews the aircraft delivery schedule for the next two years for Africa and the Middle East. more
11/09/2018
Hong Kong Investival: Chinese real estate investors explore aviation
A motivated base of Chinese institutional investors is looking for non-real estate debt opportunities creating hopes for alternative asset classes such as aviation. more
10/09/2018
in Lessors and Lease Rates , Aircraft Finance Market
Ishka research round-up: El Al closes $145m 787-9 JOLCO
Detailed market intelligence on lease rates, loans, and asset values, from Ishka. more
09/09/2018
The Aviation Investival Korea
Mar 21, 2019
FKI Tower 24, Korea
The only dedicated Korean aviation investor event returns to Seoul in March 2019 with some new twists and surprises.More info
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