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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Lessons learned from Veling’s failed 777 leases

Veling has experienced a run of bad luck on two of its B777-200ERs. more

21/09/2018

in Aircraft Asset Profiles , Lessors and Lease Rates , Airline Profiles

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

in Modelling and Forecasting

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

in Aircraft Finance Market

Boeing and Marsh sued over AFIC insurance product

Xavian Insurance alleges that Mash and Boeing have ‘misappropriated’ trade secrets. more

14/09/2018

in Aircraft Finance Market

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

in Aircraft Asset Profiles , Modelling and Forecasting

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

in Aircraft Finance Market

What next for C Series successor the A220?

Ishka examines the future of Bombardier’s C Series programme, recently re-christened as the A220 by Airbus. more

04/09/2018

in Aircraft Asset Profiles

Are robust used A320s and 737-800s lease rates beginning to falter?

Ishka examines lease rates for used single-aisle aircraft. more

31/08/2018

in Lessors and Lease Rates

Ishka research round-up: AerCap sells A319s for $20.3m

Detailed market intelligence on lease rates, loans, and asset values, from Ishka. more

27/08/2018

in Lessors and Lease Rates , Aircraft Finance Market

A380 KG investors eke out minimal returns

As the first Airbus A380 is set to be scrapped, German KG retail investors have finally got more clarity on what their total returns may look like. more

23/08/2018

in Lessors and Lease Rates , Investor Education , Modelling and Forecasting

How will Turkey’s lira crisis affect THY and Pegasus Airlines?

Turkish lira has lost more than 40% of its value since the beginning of the year potentially increasing costs for Turkish carriers. more

21/08/2018

in Airline Profiles

Ishka research round-up: GECAS sells CRJs for $8.5m each

Detailed market intelligence on regional aircraft lease rates and asset values, from Ishka. more

20/08/2018

in Lessors and Lease Rates , Aircraft Finance Market

Floreat picks MUFG to shop for aircraft portfolio

Floreat seeks aircraft for its second securitisation. more

16/08/2018

in Lessors and Lease Rates

Ishka research round-up: Intrepid makes $105m on three widebody sales

Detailed market intelligence on lease rates and asset values, from Ishka. more

14/08/2018

in Lessors and Lease Rates , Aircraft Finance Market

Wizz tests lessors with “super aggressive” RFP

Dickon Harris examines how the Hungarian low-cost airline is testing lessor appetites with its latest RFP. more

13/08/2018

in Aircraft Asset Profiles

Aircastle's revenue dip helped by cost cutting

Aircastle’s Q2 results and newly acquired investment grade spell good things for the lessor’s immediate future but a closer look at the Q2 details also reveals a degree of complexity. more

10/08/2018

in Lessors and Lease Rates

ORIX bosses explains Avolon stake acquisition

Ishka speaks with ORIX’s senior management team, James Melyer and David Power over their plans with regards to Avolon. more

08/08/2018

in Lessors and Lease Rates

Ishka’s market research round-up: CALC’s 1.2% finance lease

Detailed market intelligence on lease rates and asset values, from Ishka. more

07/08/2018

in Aircraft Asset Profiles , Lessors and Lease Rates , Aircraft Finance Market

Does the Airbus A321 have the X(LR)-factor?

Ishka examines Airbus’ potential answer to the middle of the market aircraft. more

06/08/2018

in Aircraft Asset Profiles

“No rush for an IPO,” says Goshawk CEO

Ishka speaks with Goshawk chief Ruth Kelly about a potential IPO and acquisitions. more

03/08/2018

in Lessors and Lease Rates

Chinese lessor chief detained by police

Ishka reports on the continuing investigation of the crowdfunding platform founded by the chairman of a Chinese aircraft leasing firm. more

01/08/2018

in Lessors and Lease Rates

UKEF closes first Airbus deal since 2015

UKEF supported the export of two A330s to RwandAir in 1Q 2018. more

31/07/2018

in Aircraft Finance Market

JSA chief Toby Bright discusses 10-year plan

US lessor, Jackson Square Aviation’s (JSA) CEO, Toby Bright, speaks to Dickon Harris about why the firm has ordered 30 737 MAXs. more

27/07/2018

in Lessors and Lease Rates

SAS recovers after years of restructuring

After years of restructuring, SAS appears to have finally found some success in recent years. Ishka studies how SAS managed this turnaround in this Airline Credit Profile. more

26/07/2018

in Airline Profiles

ASU rate rise surprise

Ishka examines why ECA premiums are rising despite the fact secured bank loan margins for aircraft appear to be getting cheaper. more

24/07/2018

in Aircraft Finance Market

Enders wants 50% of regional jet market with A220

Ishka provides a round-up on Airbus’ investor call from the Farnborough air show. more

23/07/2018

in Aircraft Finance Market

Why are JSA and Goshawk’s aircraft orders so significant?

Ishka examines the implications of two speculative aircraft orders by aircraft lessors, Goshawk Aviation and Jackson Square Aviation. more

17/07/2018

in Lessors and Lease Rates

Operators still prefer production freighters to conversions

A boom in air freight has resulted in an undersupply of available aircraft, but operators still prefer production freighters to conversions. more

16/07/2018

in Aircraft Asset Profiles

Aircastle flexes new investment grade muscles

Dickon Harris interviews Aircastle’s CEO, Mike Inglese, about the firm’s plans following two investment grade ratings from both Fitch and S&P. more

12/07/2018

in Lessors and Lease Rates

North American carriers yields hold up but rising fuel and labour costs hit operating profits

Ishka studies the North American airlines’ operating profitability in light of the inflationary pressures from higher crude oil prices and labour expenses. more

10/07/2018

in Airline Profiles

Amedeo eyes London fund market for Intrepid fleet

Ishka speaks with Amedeo's CEO, Mark Lapidus, about the recent merger with Intrepid and his plans for the A380. more

04/07/2018

in Lessors and Lease Rates

Intrepid: what exactly have Amedeo acquired?

Ishka looks at Intrepid's fleet financing arrangements. more

03/07/2018

in Lessors and Lease Rates , Aircraft Finance Market

Intrepid and Sky Leasing purchases bode well for more leasing platforms sales

Dickon Harris offers highlights from Ishka’s Dublin festival. more

02/07/2018

in Aircraft Finance Market

FastJet comes off life support (again)

The LCC is fighting for its life, Ishka looks at the carrier’s fleet financing arrangements. more

29/06/2018

in Lessors and Lease Rates , Airline Profiles , Aircraft Finance Market

Lessors forced to wait for MRO slots

A spike in MRO activity is forcing aircraft lessors to wait for availability to overhaul aircraft and engines. more

25/06/2018

in Lessors and Lease Rates , Aviation financings , Aircraft Finance Market

Lessors maintain claims against Monarch Airlines

Administrators and ex-lessors are in dispute over security deposits and maintenance reserves. more

22/06/2018

in Lessors and Lease Rates , Airline Profiles

Lessors limit impairments despite airline bankruptcies

In this Insight, Ishka reviews the asset quality performance of the major listed lessors during 2017. more

21/06/2018

in Lessors and Lease Rates

FLY Leasing: all set for an ambitious expansion?

FLY Leasing’s self-proclaimed “transformative” acquisition of AirAsia is looking set to close in Q3 as required approvals come in, overshadowing somewhat Fly’s solid performance in Q1 2018. more

21/06/2018

in Lessors and Lease Rates

Which lessors are growing the fastest?

Ishka identifies some of those companies involved in the leasing space that have expanded their portfolios the most over the last three years. more

18/06/2018

in Lessors and Lease Rates

Lessors insist buyers take ‘the sweet with the sour’ with aircraft portfolio trades

Lessors have indicated that trading remains robust as sellers receive multiple bids for leased aircraft portfolios. more

15/06/2018

in Lessors and Lease Rates

Airlines adjust to more lease novations

Ishka reviews airline novation charges for lessors. more

12/06/2018

in Lessors and Lease Rates , Airline Profiles

ALC’s ambitious growth plan is underway

Ishka explores ALC’s Q1 results in the light of its recently announced growth plans. The lessor is in an acquisition mode, looking to supplement its deep orderbook with opportunistic purchases in the open market. more

11/06/2018

in Lessors and Lease Rates

GECAS launches START 2018-1 ABS, Castlelake prices fifth ABS

Castlelake has priced its fifth aircraft ABS while GECAS is in the market with its eleventh aircraft securitisation. more

08/06/2018

in Capital Markets

AerCap thrives despite Monarch and Air Berlin effect

AerCap's active trading showcased the lessor's platform in Q1 2018 despite deterioration in some metrics. Ishka takes a closer look and is not concerned. more

06/06/2018

in Lessors and Lease Rates

Castlelake to acquire 23 aircraft for fifth ABS

Aircraft fund manager returns to the ABS market with CLAS 2018-1. more

05/06/2018

in Lessors and Lease Rates , Aviation financings , Aircraft Finance Market

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 

Ishka Insight reports

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