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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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 review how equity investors are becoming increasingly engaged with the 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

GECAS sale: will they, won’t they?

Ishka reviews the market chatter on the possible sale of GECAS. more

15/01/2018

in Lessors and Lease Rates , Ishka insights

US airlines celebrate tax cut with worker bonus and fleet orders

The tax cut should accelerate already high levels of fleet investment and soothe labour relations. more

12/01/2018

in Airline Profiles , Ishka insights

North American airlines’ liquidity and their near-term obligations

Ishka studies liquidity management of North American carriers in the context of their near-term obligations, and analyses how many of these airlines may fund their incoming fleet. more

11/01/2018

in Airline Profiles , Ishka insights

Reminder: Ishka invites Deals of the Year awards submissions

Ishka is now accepting submissions for its Deal of the Year Awards. more

09/01/2018

in Ishka insights , Aircraft Finance Market

Chinese lessor watch: CALC launches first Chinese ABS

Ishka reviews the latest deals, leases and news for Chinese-owned aircraft leasing entities for the last two months. more

08/01/2018

in Lessors and Lease Rates , Ishka insights

HNA and Bohai troubles cast a shadow over Avolon

Investors are closely watching what might happen to the various subsidiaries and holdings under HNA Group’s complicated and highly opaque ownership structure, including aircraft lessor Avolon, as the firm faces continued fund-raising challenges. more

05/01/2018

in Lessors and Lease Rates , Ishka insights , Capital Markets

CALC intends to adopt ‘asset-light business model’

The lessor is tapping in to investor demand for aviation assets to progressively adopt an asset-light business model. more

04/01/2018

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

Ishka invites Deals of the Year awards submissions

Ishka is now accepting submissions for its Deal of the Year Awards. more

20/12/2017

in Ishka insights , Aircraft Finance Market

How do North American airlines compare to European carriers in terms of labour productivity?

Ishka studies the labour productivity among North American carriers. more

19/12/2017

in Airline Profiles , Home , Ishka insights

Terms tighten for Neo and MAX sale/leasebacks

Lessors state while lease rates continue to drop purchase prices on sale/leasebacks are starting to widen thanks to competitive pressure. more

18/12/2017

in Lessors and Lease Rates , Ishka insights

Japanese traffic growth bodes well for ANA

The following report is an excerpt from Ishka Vista, a new 2018 aviation finance market forecast, containing more than 100 pages of commentary and analysis. more

17/12/2017

in Airline Profiles , Ishka insights

Aircastle’s revenues down despite boisterous trading

Aircastle is poised to own more than 200 aircraft, according to its Q3 2017 results, but Ishka examines why the lessor's revenues from lease rentals appear to have dropped. more

13/12/2017

in Aircraft Asset Profiles , Ishka insights

Parked fleets: Aircraft heading to an exit?

In the first of a regular series Ishka examines the status of the parked (or stored) commercial aircraft inventory. more

12/12/2017

in Aircraft Asset Profiles , Ishka insights

Bank survey: Will bank margins dip further for airlines in 2018?

Financiers indicate that bank margins have compressed for secured aircraft loans over the last five months but Ishka wonders whether loan margins may tighten even further in 2018. more

11/12/2017

in Ishka insights , Aircraft Finance Market

How will LATAM face the growing threat of LCCs?

The following report is an excerpt from Ishka Vista, a new 2018 aviation finance market forecast, containing more than 100 pages of commentary and analysis. more

07/12/2017

in Airline Profiles , Ishka insights

Airline liquidity – the outliers

As a follow-up to a previously published Insight on airline liquidity, Ishka examines the airlines with the strongest and weakest liquidity positions. more

06/12/2017

in Airline Profiles , Home , Ishka insights

What next for airberlin’s leased fleet?

Ishka identifies the grounded aircraft formerly leased by airberlin as lessors seek to find them new homes. more

05/12/2017

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

AerCap sees a drop in basic rents but gains in disposals

AerCap’s Q3 results capture the rewards of a sellers’ market for a large leasing platform. Ishka looks at the lessor’s plans for the near future. more

04/12/2017

in Lessors and Lease Rates , Ishka insights

Ishka Frankfurt conference: German investors persevere despite negative press

Despite concerns in the retail KG market German institutional investors are slowly expanding their aviation exposure. more

01/12/2017

in Ishka insights , Investor Education

Is China Southern expanding too rapidly?

The following report is an excerpt from Ishka Vista, a new 2018 aviation finance market forecast, containing more than 100 pages of commentary and analysis. more

30/11/2017

in Airline Profiles , Home , Ishka insights

Global airline leverage levels improve by 7.5%

As part of a series of Insights looking at key financial metrics at a global level, in this week’s Insight Ishka studies the evolution of airline leverage levels between 2012 and 2016. more

29/11/2017

in Airline Profiles , Ishka insights

Hong Kong’s latest bid for aircraft leasing ‘dominance’

Proposed changes to how Hong Kong-listed lessors report aircraft transactions are part of an effort to reduce their operating costs and improve the attractiveness of listing in the city. more

27/11/2017

in Lessors and Lease Rates , Ishka insights , Regulatory and Accounting , Premium , Aircraft Finance Market

US airlines save billions under Trump tax changes

A proposed cap on corporate tax deductions for net interest expense is unlikely to have any effect on US airlines, but a 15% reduction in the top rate will be a boon for carriers. more

24/11/2017

in Airline Profiles , Ishka insights , Regulatory and Accounting , Premium , Aircraft Finance Market

FLY Leasing Q3 results: All dressed up and nowhere to go

FLY continues to struggle to source acquisitions for its fleet. Ishka takes a look at the lessor’s Q3 performance. more

22/11/2017

in Lessors and Lease Rates , Ishka insights

Has airline liquidity improved over the past four years?

Ishka looks at global airline liquidity levels between 2012 and 2016 to understand whether the record profitability witnessed during 2015 and 2016 has had any impact. more

21/11/2017

in Airline Profiles , Home , Ishka insights

Aviation Schuldschein gathers momentum

Aviation Schuldschein issuances begin to pick up in 2017, but still only account for a tiny fraction of the wider Schuldschein market. more

20/11/2017

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

Q3 lessor review: ALC slows down aircraft trading

Air Lease Corporation (ALC) has sold only three aircraft to third parties in Q3 2017 and is planning to dispose of just one aircraft in the fourth quarter. more

16/11/2017

in Lessors and Lease Rates , Ishka insights

Big three US carriers aren’t paying any corporation tax

The big three US carriers have been able to offset recent record profits thanks to years of previous losses. more

15/11/2017

in Airline Profiles , News , Ishka insights , Regulatory and Accounting , Premium

European aircraft deliveries update: Airbus and Boeing

In an update to a series of reports published in June 2017, Ishka provides a guide to planned aircraft deliveries for both Airbus and Boeing built aircraft destined for European carriers extending to the end of 2018. more

14/11/2017

in Aviation financings , Ishka insights , Modelling and Forecasting

Thanksgiving rush for aircraft ABS

Ishka examines two separate asset-backed securitisations (ABS) currently in the market for lessors World Star Aviation and Aergen. more

13/11/2017

in Ishka insights , Aircraft Finance Market

Irma, Maria and Talim disrupt traffic growth in Q3 2017

Ishka looks at the key themes influencing air passenger traffic in calendar Q3 2017. more

10/11/2017

in Ishka insights , Modelling and Forecasting

New! Ishka Vista

2018 Aviation Finance Market Forecast 
Trusted, independent assessment of the aviation landscape to help identify markets and assets which offer the greatest return on investment and the best potential for growth 

Ishka Insight reports

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