Trusted, expert assessment of the latest industry trends from the respected Ishka team, including regional analysis, airlines, lessors and critical emerging issues.
Leasing firms tracked by Ishka have filed over $7.89 billion in insurance claims in relation to aircraft trapped in Russia to date. more
02/02/2023
Three new sustainability-linked deals involving aircraft and airlines were announced in the past six weeks, auguring another year of growth and innovation for sustainability features in aviation transactions. more
01/02/2023
UK regional airline Flybe collapsed into administration on 28th January, nearly three years after it first entered administration in March 2020 and less than a year on from its relaunch in April 2022. more
31/01/2023
This is the 92nd in a series of supplements to Ishka’s ‘Transaction Economics’ platform, delivering ‘the Ishka View’ on events that have a bearing on aircraft values and lease rates, and the market dynamics that matter in today’s aviation environment. more
30/01/2023
A reminder that the submissions deadline for Ishka Deal of the Year Awards submissions is less than two weeks away on the 10th February 2023. more
27/01/2023
in Other
An appeal has been launched against yet-to-relaunch Indian carrier Jet Airways’ proposed ownership transfer to the Jalan-Kalrock Consortium, which had previously been given the go-ahead in 2021. more
26/01/2023
This is an updated data sheet examining airlines with both sustainable aviation fuel (SAF) offtake agreements and 2030 SAF use targets. The list covers 18 airlines. more
25/01/2023
Ishka looks at some of the key talking points from aircraft investors on the aviation finance market during Dublin Week ahead of a year of high interest rate uncertainty. more
24/01/2023
Ishka reviews the performance of South Korean airlines in 2022, including Korean Air and Asiana, and their recovery from the impact of the pandemic. more
23/01/2023
Ishka summarises the airlines that met their end in 2022, predominantly due to insolvency as well as those who could no longer operate flights due to their required licensing being lost or withdrawn. more
20/01/2023
Aviation financiers confirm that risk-adjusted margins for non-recourse aircraft loans have risen by 25bp-50bps over base rates during the last four months of 2022, while rising interest rates are also placing pressure on advance rates (LTVs). more
19/01/2023
With commitments for three different types of new propulsion technology retrofits and agreements with over 20 operators representing around 150 aircraft, MONTE is leasing’s frontrunner in the clean propulsion space. more
18/01/2023
in Aircraft values, Lease Rates & Returns , ESG & Regulation
Impact, established at the start of 2022 and now backed by 35 members, has unveiled a milestone concept for aviation financiers looking to incorporate sustainability measurements to deal covenants. more
17/01/2023
This is the 91st in a series of supplements to Ishka’s ‘Transaction Economics’ platform, delivering ‘the Ishka View’ on events that have a bearing on aircraft values and lease rates, and the market dynamics that matter in today’s aviation environment. more
16/01/2023
Airbus and Boeing both delivered an increased number of aircraft in December, fulfilling earlier predictions of a backloaded end to the year but still falling shy of initial hopes for 2022 totals. more
13/01/2023
Next week will be a busy one in Dublin for the aircraft leasing industry as lessors get a first look at leased aircraft portfolios and at least one leasing platform currently for sale. more
12/01/2023
in Aircraft values, Lease Rates & Returns , Aviation Banks and Lenders
24 airlines tracked by Ishka have repaid $13.15 billion in Covid-19 related state aid as of 11th January 2023. more
11/01/2023
2023 could be an active year for M&A in the aircraft leasing space, according to the CEO of start-up lessor High Ridge Aviation, Greg Conlon, who also tells Ishka that High Ridge is actively looking at a couple of potential transactions. more
10/01/2023
Ishka reviews the performances of airlines in Turkey, where despite adverse Turkish currency movements Turkish Airlines, Pegasus, and SunExpress posted strong Q3 results. more
09/01/2023
Unsecured debt issuances by airlines jumped to $16.155 billion in Q4 2022, exceeding every other quarter in the year and gaining nearly 36% on Q4 2021. more
06/01/2023
Aircraft lessors tracked by Ishka issued $2.097 billion in unsecured capital markets debt in the fourth quarter of the year, topping the total amount issued in the previous two quarters combined. more
05/01/2023
EU trilogue negotiations in December resulted in a legislative decision to tighten the EU ETS for aviation, but the ReFuelEU Aviation proposal introducing SAF mandates saw its final deliberation slip into 2023. more
05/01/2023
A year on, Ishka examines the legal takeaways from a heavily contested Chapter 11 bankruptcy restructuring used to prevent an attempted auction of leased Airbus A350s by a distressed debt investor at the expense of JOL investors and junior debt holders more
03/01/2023
Ishka is taking a short break over the Christmas and New Year holiday period. We want to thank all our readers for their continued help and engagement with Ishka Insights. Your normal Insights service will resume in January. more
21/12/2022
in Other
Two November deals bring the tally of aircraft and airline sustainable finance transactions in 2022 to nine, one more than in 2021. more
20/12/2022
This is the 90th in a series of supplements to Ishka’s ‘Transaction Economics’ platform, delivering ‘the Ishka View’ on events that have a bearing on aircraft values and lease rates, and the market dynamics that matter in today’s aviation environment. more
19/12/2022
Airbus has announced that it no longer expects to reach its previous target of 700 aircraft deliveries in 2022, after delivering 68 aircraft in November. more
16/12/2022
In a new regular report series, Ishka summarises a list of potential and active buyers of leased aircraft on the secondary market. more
15/12/2022
Aircraft lessors and asset managers now account for approximately one-third of all commitments for fixed-wing alternative propulsion clean-sheet aircraft and retrofit programmes. more
14/12/2022
For the first time, Ishka compiles commitments (orders and LOIs) for fixed-wing alternative propulsion aircraft and conversion kits in the regional and sub-regional space. more
13/12/2022
Ishka takes a look at the major European LCCs - Ryanair, Wizz Air, easyJet and Jet2, and reviews their performance during the September 2022 quarter. more
12/12/2022
Lease rates, particularly for current-technology narrowbody aircraft, moved upwards throughout 2022, according to analysis of Ishka’s Transaction Economics data. more
09/12/2022
Airborne Capital and Marathon Asset Management have priced a $303-million aircraft ABS, MAST 2022-1, through a private placement which is set to close early next week. more
08/12/2022
Indian carrier SpiceJet has continued to post negative financial results, recording a loss of RS 8.38 billion ($102 million) for Q3 2022. more
07/12/2022
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Ishka understands that several alternative aviation lenders (alt lenders) have ceased offering new loans for the rest of 2022 as their primary source of capital, insurance funds, have been forced to pause new aircraft investments to manage the impact of rapid interest rate rises on their existing investments. more
06/12/2022
This is the 89th in a series of supplements to Ishka’s ‘Transaction Economics’ platform, delivering ‘the Ishka View’ on events that have a bearing on aircraft values and lease rates, and the market dynamics that matter in today’s aviation environment. more
05/12/2022
The total number of aircraft listed on remarketing sites has decreased moderately, with 471 aircraft being actively remarketed as Ishka goes to press – down from 493 in October and 497 at the end of August, according to Ishka research. more
02/12/2022
Ishka is now accepting submissions for its Deal of the Year Awards. The Ishka Deal of the Year Awards celebrate the best closed aircraft financings of 2022. more
01/12/2022
Unlevered returns (IRRs) for new-technology aircraft sale/leasebacks (SLBs) have continued to increase throughout 2022 on the back of rising interest rates and thus higher debt costs, according to Ishka research. more
30/11/2022
Unsecured bond issuance volume by aircraft lessors has picked up so far in Q4 after ALC's $700 million bond. more
29/11/2022
The ‘Big 3’ Chinese airlines – China Southern, Air China, and China Eastern – have continued to report heavy losses during the third quarter following substantial losses in the first and second quarters of 2022. more
28/11/2022
Unsecured bond issuances by airlines rose dramatically in the first half of Q4 2022, already exceeding the combined total of Q2 and Q3 2023. more
25/11/2022
The EU has pushed for a “broad donor base” including highly polluting sectors like aviation to pay for COP27's landmark Loss and Damage fund. more
24/11/2022
Aircraft asset manager Aergo Capital (Aergo) fleet has jumped to 304 aircraft assets after acquiring rival Seraph Aviation Management Limited (Seraph Aviation) for an undisclosed fee. more
23/11/2022
Ishka estimates that as of 22nd November 2022 governments have introduced $212.7 billion in assistance measures for air carriers globally, including sectoral package and airline-specific bailouts. Unconfirmed reports and allocations deemed likely suggest the tally could increase to $223.02 billion. more
22/11/2022
This is the 88th in a series of supplements to Ishka’s ‘Transaction Economics’ platform, delivering ‘the Ishka View’ on events that have a bearing on aircraft values, lease rates, and the market dynamics that matter, in today’s market environment. more
21/11/2022
Indian carrier Jet Airways has met with additional problems, including a court order increasing the monetary amount of claims against it, hindering the airline’s return to service. more
18/11/2022
Japanese aircraft investor appetite appears to have reduced over the past three months with less capital being deployed due to the weakening Japanese Yen (JPY) against the US Dollar (USD), sources tell Ishka. more
17/11/2022
Ishka examines how rising debt costs are prompting a “reset” in aircraft prices as more sellers offer discounts to achieve sales. more
16/11/2022
Airbus delivered 60 aircraft in October, including 47 A320neo family aircraft. Boeing delivered 35 aircraft to customers in total, of which 22 were 737 MAX. more
15/11/2022
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