Trusted, expert assessment of the latest industry trends from the respected Ishka team, including regional analysis, airlines, lessors and critical emerging issues.
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
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
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
Boeing and Marsh sued over AFIC insurance product
Xavian Insurance alleges that Mash and Boeing have ‘misappropriated’ trade secrets. more
14/09/2018
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
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
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
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
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
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
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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
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
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
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
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
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
“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
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
UKEF closes first Airbus deal since 2015
UKEF supported the export of two A330s to RwandAir in 1Q 2018. more
31/07/2018
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
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
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
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
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
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
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
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
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
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
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
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
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
GECAS is first aircraft ABS issuer to use equity asset manager
Och-Ziff will manage the equity portion on GECAS’ START 2018-1 more
19/06/2018
in Lessors and Lease Rates , Capital Markets , Investor Education , Aircraft Finance Market
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
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
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
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
Market shows c.$4m spread in A320neo and 737 MAX values
Market shows c.$4m spread in A320neo and 737 MAX values more
07/06/2018
in Aircraft Asset Profiles , Lessors and Lease Rates , Aircraft Finance Market
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
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
The Aviation Investival : New York
Oct 16 - Oct 17, 2018
Stewart Hotel, United States
Ishka is bringing our unique festival format to New York in 2018! Keeping a strong focus on the capital markets, the event promises to connect an even wider network of investors with key stakeholders in the aviation indu...More info
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