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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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

AFIC moves closer to the capital markets

Ishka researches how Marsh's private insurance product is evolving to support Jolco financings and bond issuances. more

29/03/2018

in Ishka insights , Capital Markets

BA returns with hybrid EETC

British Airways returns with competitively priced EETC. more

27/03/2018

in Ishka insights , Capital Markets

‘No interest in current Alitalia’ say bidders

Administrators say the airline languishes in a state of ‘objective economic impotence.’ more

26/03/2018

in Lessors and Lease Rates , Airline Profiles , Ishka insights

Update: Avolon prices Sapphire Aviation Finance I

Aircraft lessor Avolon has priced it second ABS. more

22/03/2018

in Ishka insights , Capital Markets

Have airline yields recovered for North American carriers?

Ishka studies passenger yields across major North American carriers over the past eight quarters. more

20/03/2018

in Airline Profiles , Ishka insights

Lessors see silver lining in rising interest rates

Higher rates could increase yields for some lessors as it exerts upward pressure on lease rentals more

19/03/2018

in Lessors and Lease Rates , Ishka insights , Aircraft Finance Market

The fluctuating fortunes of twin-aisle production rates

Ishka examines the status of the twin-aisle programmes for both Airbus and Boeing. more

15/03/2018

in Aircraft Asset Profiles , Ishka insights

Avolon returns to the ABS market with Sapphire 1

Aircraft lessor Avolon is in the market with a $768.4 million asset-backed securitisation backed by a portfolio of 41 mid-life aircraft. more

13/03/2018

in Ishka insights , Capital Markets

FY 2017: AerCap lower sales targets

Ishka reviews AerCap’s full financial year 2017. more

12/03/2018

in Lessors and Lease Rates , Ishka insights

FLY Leasing takes $1.1 billion AirAsia portfolio ‘bet’

The lessor has taken the opportunity to scale up its portfolio and invest in new technology assets. more

09/03/2018

in Lessors and Lease Rates , Ishka insights , Premium

Avation takes $8 million airberlin impairment hit

Impairment is part of the continued fall-out following airberlin’s bankruptcy last year. more

07/03/2018

in Aircraft Asset Profiles , Lessors and Lease Rates , Ishka insights , Premium , Aircraft Finance Market

Air Canada issues rare non USD EETC

Ishka examines the first Canadian dollar denominated EETC privately issued by Air Canada. more

06/03/2018

in Ishka insights , Capital Markets

Ishka examines investor protections for Norwegian’s EETC

The absence of special protection under Section 1110 of the US bankruptcy code and the continued poor financial performance of Norwegian has unsettled some investors. more

04/03/2018

in Ishka insights , Premium , Aircraft Finance Market

CDB’s Peter Chang: “The good days for selling aircraft may be over soon”

Ishka speaks with CDB Aviation chief Peter Chang as he unveils the firm’s new fund and why appetite may be waning among some Chinese firms seeking to be aircraft lessors. more

01/03/2018

in Lessors and Lease Rates , Ishka insights

ABS Case Study: How was Emerald affected by last year’s airline bankruptcies?

Ishka looks at how Avolon’s Emerald Aviation Finance weathered two airline bankruptcies last year. more

27/02/2018

in Lessors and Lease Rates , Ishka insights , Capital Markets , Aircraft Finance Market

EQT’s NAC stake sale tests investor appetite for lessors

Ishka examines rumours surrounding private equity firm EQT and its potential sale of its majority stake in regional aircraft lessor NAC. more

26/02/2018

in Lessors and Lease Rates , Ishka insights

EETC Review: Still the favourite of the US carriers

Ishka looks at the data for EETC issuances from North American airlines. more

25/02/2018

in Ishka insights , Premium , Aircraft Finance Market

Wings Capital Partners boosts equity base

Ishka speaks with Steve Hannahs, Wings Capital’s CEO and founder, on the lessor’s equity rise and possible return to the ABS market. more

22/02/2018

in Lessors and Lease Rates , Ishka insights , Capital Markets

Boeing and Airbus continue production ramp-up

Healthy year-end results put both plane makers in a strong position to increase production. more

20/02/2018

in Aircraft Asset Profiles , Ishka insights , Premium , Investor Education , Aircraft Finance Market

Update: Issuers contemplate more aircraft ABS refinancings

Ishka investigates how issuers are exploring potential aircraft ABS refinancings, and not always for better coupons. more

19/02/2018

in Ishka insights , Capital Markets

Airbus ECA cover back on ‘case-by-case basis’

Airbus anticipates a return to ECA cover in 2018 for a limited number of transactions. more

15/02/2018

in Ishka insights , Premium , Aircraft Finance Market

The great 737 freighter switchover is underway

The converted freighter market has begun transitioning from older classic 737 aircraft, to next generation 737s, but prices remain high. more

14/02/2018

in Aircraft Asset Profiles , Lessors and Lease Rates , Ishka insights , Premium , Aircraft Finance Market

Aircraft ABS E-note sales look to pick up in 2018

Ishka reviews how equity investors are becoming increasingly engaged with aircraft securitisations. more

13/02/2018

in Ishka insights , Capital Markets

Airline profile: Aeroflot looks set to be a world cup winner

All the indications suggest Aeroflot is set to enjoy robust revenues as the carrier leverages off the recovery in Russia. more

11/02/2018

in Airline Profiles , Ishka insights

Will the Boeing and Embraer tie up really happen?

A merger makes sense for Boeing but will face strong political headwinds in Brazil. more

08/02/2018

in Aircraft Asset Profiles , Ishka insights , Premium , Aircraft Finance Market

Could Korean equity appetite cool in 2018?

Ishka questions how many deals may be done in 2018 as a plunging US dollar dampens Korean investor enthusiasm for secured aviation assets. more

07/02/2018

in Ishka insights , Aircraft Finance Market

How to make money from an A380 fund…sort of

Ishka analyses the publicly available data for A380 funds to determine what decisions will give investors the best chance of making a healthy return. more

02/02/2018

in Aircraft Asset Profiles , Lessors and Lease Rates , Ishka insights , Premium , Aircraft Finance Market

Is the worst now over for Russian airlines?

Ishka studies whether the Russian carriers can look forward to a positive 2018. more

01/02/2018

in Airline Profiles , Home , Ishka insights

A380 KG investors face uncertain returns

Depleting liquidity reserves could force Dr Peters to sell parked A380 by March 2019. more

31/01/2018

in Aircraft Asset Profiles , Ishka insights , Investor Education

Turboprop lease rates begin to stabilise

Turboprop lessors are benefiting from a stabilisation in lease rates following a two-year compression caused by lessor competition and increased production of ATRs. more

29/01/2018

in Aircraft Asset Profiles , Lessors and Lease Rates , Ishka insights , Premium

What could burst the aviation finance bubble?

Financiers and lessors expect capital flows to continue to be drawn to aviation finance for 2018. more

26/01/2018

in Ishka insights , Capital Markets , Investor Education , Aircraft Finance Market

Another one bites the dust – a review of defunct airlines in 2017

In this Insight Ishka summarises the airlines that failed during 2017. more

25/01/2018

in Airline Profiles , Ishka insights

Winter is here: Intrepid’s new boss speaks growth strategies

Intrepid’s new CEO, Doug Winter, explains how the firm could expand. more

23/01/2018

in Lessors and Lease Rates , Ishka insights

The new kids on the block – a review of start-up airlines in 2017

Ishka summarises the airlines that came to life in 2017. more

22/01/2018

in Airline Profiles , Ishka insights

The challenges for new lessors hunting equity

Ishka examines a tough market for start-up lessors seeking to raise equity capital. more

18/01/2018

in Lessors and Lease Rates , Ishka insights

IFRS rules likely to cause currency volatility for airlines

One consequence of incoming accounting changes, IFRS 16 and IFRS 9 will be increased currency costs for airlines with predominately non-US dollar revenues. more

16/01/2018

in Ishka insights , Regulatory and Accounting

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 

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