Trusted, expert assessment of the latest industry trends from the respected Ishka team, including regional analysis, airlines, lessors and critical emerging issues.
This Data Sheet provides a snapshot of aircraft currently being remarketed on three of the main remarketing sites. more
02/06/2023
in Aircraft values, Lease Rates & Returns , OEMs, Cargo & Engines
For decades, fuel and labour have made up the lion’s share of an airline’s operational cost, but in Europe – and potentially soon in other places – another cost element is rising to the fore: emissions trading scheme compliance. more
01/06/2023
This is the 4th edition of Ishka’s aircraft buyers list, where Ishka summarises a list of potential and active buyers of leased aircraft on the secondary market. more
31/05/2023
More M&A news this week as multiple rumours surround the various parties bidding for Voyager Aviation Holdings (VAH), formerly known as Intrepid Aviation Group. Meanwhile, lessors speaking at Ishka’s Dublin event last week stated there had been more interest from buyers looking to acquire twin-aisle aircraft. more
30/05/2023
in Aircraft values, Lease Rates & Returns , Lessors & Asset managers , OEMs, Cargo & Engines
Ishka's market snapshot brings together key trends and figures in the aviation finance space. more
29/05/2023
in Lessors & Asset managers , Airline trends & analysis , ESG & Regulation , Capital Markets
This week's highlights include Japan reportedly set to announce a 10% SAF mandate by 2030, new aircraft development updates by Fokker and Bombardier, and aircraft lessor Novus launching a SAF platform. more
26/05/2023
Current technology narrowbody values have largely risen past their 2021 levels but are still sitting just shy of full pre-pandemic recovery, according to Ishka Transaction Economics data. more
25/05/2023
At least seven sustainable finance transactions involving aircraft and airlines have been announced so far in 2023. Recent issuers include Japan Airlines, HK Express, Allegiant, KLM, and Air France. more
24/05/2023
This is the 100th in a series of supplements to Ishka’s ‘Transaction Economics’ service which delivers ‘the Ishka View’ on events that have a bearing on aircraft values, lease rates, and the market dynamics that matter, under today’s market environment. more
23/05/2023
in Aircraft values, Lease Rates & Returns , OEMs, Cargo & Engines
Unlevered returns (IRRs) for new-technology narrowbody aircraft sale/leasebacks have continued to climb into Q1 2023 on the back on rising interest rates, according to Ishka research. more
22/05/2023
Eight aircraft lessors analysed by Ishka acquired 15 aircraft via trades and sold 68 aircraft in the first quarter of 2023. more
19/05/2023
This week's highlights include the boost to global SAF production coming from Neste’s newly-opened facility in Singapore, the city-state reveals it is pondering SAF incentives and mandates, and more... more
18/05/2023
Chinese lessors are consolidating rather than retreating from aircraft leasing, with several looking to expand their fleets as soon as they receive regulatory approval, argues a new PwC report published this month. more
18/05/2023
Aircraft impairments recorded by 15 lessors analysed by Ishka totalled $9.3 billion in the 2022 financial reporting period, four times greater than the $2.28 billion recorded by the same lessors in 2021. more
17/05/2023
Ryanair announced an order for 300 Boeing 737 MAX 10s on 9th May, in the latest of a series of bulk orders made by airlines. more
16/05/2023
Following a gradual recovery in the second half of 2022, Southeast Asian airlines appear to have built further recovery momentum in 2023 so far, with an additional boost stemming from China’s reopening. more
15/05/2023
Fierce competition in the sale/leaseback (SLB) market from lessors looking to acquire new-technology aircraft has seen lease rate factor (LRF) bids drop in the latest round of bidding on some RFPs, sources tell Ishka. more
12/05/2023
in Aircraft values, Lease Rates & Returns , Lessors & Asset managers
This week's highlights include new backlash against aviation’s inclusion in the EU Taxonomy, lessor CDB aviation targeting sustainable finance, jet fuel taxation coming into European policy focus, and more... more
11/05/2023
Financiers say risk-adjusted margins for secured debt for aircraft lessors have risen since the start of the year as banks increasingly pass on funding costs to aviation borrowers. more
11/05/2023
Recent increases in demand for certain widebody assets including Boeing 777-300ERs and Airbus A330-300s have begun to improve trading prices, sources tell Ishka. more
10/05/2023
This is a fortnightly supplement to Ishka’s ‘Transaction Economics’ service which delivers ‘the Ishka View’ on events that have a bearing on aircraft values, lease rates, and the market dynamics that matter, under today’s market environment. more
10/05/2023
in Aircraft values, Lease Rates & Returns , Lessors & Asset managers
This is the 3rd edition of Ishka’s aircraft buyers list, where Ishka summarises a list of potential and active buyers of leased aircraft on the secondary market. more
08/05/2023
This May 2023 issue covers relevant sustainability developments for aviation finance during March and April 2023: sustainable finance, SAF, government policy, and more more
05/05/2023
This week's highlights include Sustainable Aero Lab laying down three pathways in new white paper, Ryanair signing a major SAF agreement in Spain, and more... more
05/05/2023
Indian carrier Go First cancelled flights effective from 2nd May and filed for insolvency with an Indian court, blaming a lack of supply of Pratt & Whitney engines for grounding large parts of the airline’s A320neo fleet. more
05/05/2023
Operators’ lack of capacity and their belief that supply will be constrained for “several years” are driving demand for aircraft purchases, says AerCap CEO Aengus Kelly more
03/05/2023
Ishka summarises some of the key takeaways from ALC’s Q1 2023 earnings call including OEM delays, engine issues, and rising lease rates. more
02/05/2023
After several years of disruption, the Southeast Asian market has experienced a robust recovery in air traffic in recent months with Vietnam leading the way. more
02/05/2023
This week's highlights include the conclusion of negotiations for the ReFuelEU Aviation proposal and new clarity on the enforceability of EU ETS liens on leased aircraft. more
28/04/2023
Ishka estimates that 26 airlines globally have repaid $48.2 billion of state aid debt out of the $98.53 billion total since 2020, including the repayment of loans and cancelling of remaining credit facilities. more
27/04/2023
Ishka presents the full list of its 2022 Deal of the Year Award winners. Ishka will be celebrating with the winners at 5.30pm at an informal drink reception at the sixth annual Ishka Aviation Finance Festival on the 23rd of May in Dublin at the Conrad Hotel. more
26/04/2023
Unsecured bond issuances by airlines returned to ‘normal’ post-Ukraine invasion volumes in Q1 2023, as issuances dropped back to mid-2022 after an exceptionally busy Q4 2022. more
25/04/2023
This is the 98th 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
24/04/2023
in Aircraft values, Lease Rates & Returns , Lessors & Asset managers
This week's highlights include the merger agreement between Cranfield Aerospace Solutions (CAeS) and Britten-Norman, Sustainable Aviation's updated net zero roadmap, Spain's launch of a Jet Zero Council-inspired group, and more. more
21/04/2023
Ishka's asset managers datasheet provides a summary of recent news, activity and metrics of aircraft asset managers in Q1 2023. more
21/04/2023
A revised UK aviation industry-backed net zero carbon roadmap has made a rare acknowledgment that the higher costs of deploying Sustainable Aviation Fuel (SAF) and greener aviation technologies will slow projected passenger growth. more
20/04/2023
Ishka's data sheet provides a summary of recent sale/leaseback (SLB) transactions, request for proposals (RFP), key figures and active bidders. more
19/04/2023
The second of a new regular data sheet series examining recent loans for commercial aircraft lessors and airlines, and the dynamics impacting aircraft lenders. more
18/04/2023
The Australian and New Zealand aviation market has seen a strong recovery since mid-2022 with airlines reporting a robust set of results in the first half of FY 2023 (ending 31st December 2022). more
17/04/2023
Ishka highlights five noteworthy aviation ESG developments in the past seven days. This week: EU Taxonomy feedback, EU SAF mandate talks, a legal battle for Schiphol flights, SABA's SAF certificates, and the climate spotlight on UKEF lending. more
14/04/2023
Lessor state there has been an uptick in the number of airlines issuing sale/leaseback RFPs for Boeing 737 MAX aircraft this year. more
13/04/2023
in Aircraft values, Lease Rates & Returns , Lessors & Asset managers
Vietnam has been placed “on watch” by Aviation Working Group (AWG) as part of the UK entity’s Cape Town Convention compliance coverage, after Vietnamese courts blocked the return of several aircraft to a lessor earlier this year. more
12/04/2023
Ishka compiles commitments (orders and LOIs) for fixed-wing alternative propulsion aircraft and conversion kits in the regional and sub-regional space. more
11/04/2023
This is the 97th 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
10/04/2023
Ishka's April Remarketing Watch Data Sheet: Number of aircraft being remarketed stays steady, storage numbers drop slightly more
06/04/2023
in Aircraft values, Lease Rates & Returns , OEMs, Cargo & Engines
Aircraft lessors tracked by Ishka issued $3.373 billion in unsecured capital markets debt in the first quarter of the year, exceeding the amount of any quarter in 2022, but remaining relatively low at around half of the previous five year’s first quarter average. more
05/04/2023
Ishka summarises some of the key takeaways from its second ESG-dedicated conference held last week in London, from expanding sustainable finance through aircraft trading, to SAF investment incentives and alternative propulsion’s search for capital. more
04/04/2023
While Alaska Air Group (AAG) and Southwest managed to return to profitability in full year 2022, Hawaiian and JetBlue remained in the red for the third year in a row. more
03/04/2023
Aviation lenders state that margins could still rise due to the recent banking crisis but share that the rapid response by regulators appears to have averted a wider crisis limiting the risk of contagion to aviation lending. more
31/03/2023
Ishka understands multiple airlines with RFPs out in the market are actively exploring Japanese Operating Lease with Call Option (JOLCO) financing for upcoming aircraft deliveries. more
30/03/2023
in Other
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