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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US aircraft lessor ACG gains traction with ECA-like product

Ishka examines ACG’s private aviation finance guarantee programme, AFS. more

13/12/2018

in Aircraft Asset Profiles , Aircraft Finance Market

Investments in aviation finance – a return comparison

In a guest report asset manager and consultancy, AgFe, examines how aircraft equity returns compare to other real asset classes including airlines, REITs, shipping and the MSCI World Index. more

11/12/2018

in Investor Education

Anatomy of a deal: Korean pension fund buys into ANA B777 mezz debt

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

10/12/2018

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

Fund watch: Sirius delays IPO; Ostrum seeks investors

Sirius Aviation Capital Holdings Limited, the Guernsey-based lessor launched by Ryanair’s ex-deputy CEO, Howard Millar, has delayed its IPO for the second time this month, while Ostrum Asset management launches a new aviation debt fund. more

07/12/2018

in Lessors and Lease Rates , Capital Markets

Thomas Cook feels the heat as shares fall by 55%

Thomas Cook blames the European heatwave this year for disappointing financials. Ishka investigates. more

06/12/2018

in Airline Profiles

Ishka research update: Nepal Airlines struggles with $233m cost of new A330s

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

04/12/2018

in Aircraft Asset Profiles , Airline Profiles , Aircraft Finance Market

Indigo Partners to the rescue after Icelandair axes WOW acquisition

Franke goes to Iceland: An eleventh-hour agreement to invest from Indigo Partners, founded by Bill Franke, has saved WOW Air after its acquisition by Icelandair was cancelled last week. more

03/12/2018

in Airline Profiles

Could aviation finance attract ESG investors?

Ishka examines whether aviation finance, a notoriously carbon-intensive industry, could meet ESG (environmental, social, governance) criteria and attract ethical investors. more

29/11/2018

in Regulatory and Accounting , Capital Markets , Investor Education , Home

Emirates Cargo wins $8.9m for failed B737 freighter delivery

Aero Acquisitions never completed the freighter conversion or delivered the aircraft. more

27/11/2018

in Lessors and Lease Rates , Aircraft Finance Market

Vx Capital Partners prices freighter ABS

Vx Capital Partners, a leasing firm specialising in narrowbody freighter aircraft, has priced its debut securitisation, CARGO 2018-1, 100% backed by cargo aircraft. more

26/11/2018

in Capital Markets

Alitalia fails to take leased engine delivery

Dispute with Aircraft Engine Lease Finance Limited could be costly for an insolvent carrier. more

22/11/2018

in Airline Profiles , Aircraft Finance Market

737 Classics head up parked fleet

Ishka examines the global parked fleet. more

20/11/2018

in Aircraft Asset Profiles , Modelling and Forecasting

German investors struggle to overcome USD hedging hurdles

Ishka panellists at the Ishka Frankfurt conference state rising hedging costs are keeping many German investors away from aviation. more

19/11/2018

in Investor Education , Aircraft Finance Market

Aircastle uses investment grade status to cut costs

Aircastle is putting its newly-acquired triple-IG rating to good use as the markets present it with both opportunities and challenges. more

16/11/2018

in Lessors and Lease Rates

What to do with an insolvent airline?

Should insolvent airlines be permitted to continue operating their aircraft temporarily? more

15/11/2018

in Regulatory and Accounting

Lessor chiefs react to promise of hard winter for airlines

Major leasing companies remain cautiously optimistic about their businesses. more

14/11/2018

in Lessors and Lease Rates , Aircraft Finance Market

Ishka NY Investival: Investors debate aircraft leasing risks and returns

An influx of capital penetrates the market for mid-life and older aircraft. more

12/11/2018

in Capital Markets , Aircraft Finance Market

A marriage of convenience: Icelandair and WOW’s share swap

Ishka examines a merger between Iceland’s ailing adversaries. more

09/11/2018

in Airline Profiles

Canada Jetlines breaches Boeing contract with A320 leases

The new carrier terminated its B737 MAX order to lease A320s from AerCap. more

08/11/2018

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

AerCap’s sales to slow as fleet makeover speeds up

AerCap’s Q3 results show that the lessor’s selling spree may be slowing down as the lessor shifts further focus to building up a fleet of highly liquid, popular aircraft types. more

07/11/2018

in Lessors and Lease Rates

Stoptober: autumn’s failed airlines

After several airlines failures in the past few months, Ishka asks: is this par for the course or cause for concern? more

06/11/2018

in Airline Profiles

New lessor Centrus preps for potential downturn

New leasing start-up Centrus’ founders explains to Ishka why they think the aircraft leasing sector could be on the verge of a correction. more

05/11/2018

in Lessors and Lease Rates , Home

TAP’s path to recovery

Ishka studies how Portugal’s flag carrier, TAP, has adapted its business model following the privatisation in 2015. more

01/11/2018

in Airline Profiles

Ishka research round-up: Finnair leases A350-900 for $1.115m

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

30/10/2018

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

Investor watch: PE firm Carlyle buys Apollo

Ishka examines US private equity firm, The Carlyle Group’s planned acquisition of Apollo Aviation Group from founders Bill Hoffman and Robert Korn. more

29/10/2018

in Lessors and Lease Rates

‘Expect more airline failures this winter’ says Ryanair’s O'Leary

European airlines are split on whether there will be more bankruptcies this winter. more

26/10/2018

in Airline Profiles

Exclusive: Toby Bright picks internal successors to lead JSA

Retiring US lessor chief names new senior management team. more

24/10/2018

in Lessors and Lease Rates , Home

Ishka research round-up: Goshawk’s 100% B787-9 financing

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

23/10/2018

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

ALC’s mission to educate equity investors

Aircraft Lease Corporation argues that solely using net book value is not enough to assess an aircraft lessor's true worth. more

22/10/2018

in Lessors and Lease Rates

New aviation fund watch: Cross Ocean Partners, Investec and Sirius

Ishka examines four recent debt and equity aviation funds that have launched in the space. more

19/10/2018

in Aircraft Finance Market

Ishka research round-up: SAS A320neos leased for $345,620

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

15/10/2018

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

MRO and engine constraints continue to be a concern

MRO (maintenance, repair and overhaul) shop delays are still a concern for lessors and airlines. more

12/10/2018

in Technical Expertise , Aircraft Finance Market

Future deliveries update: Asia

Ishka provides a guide to aircraft scheduled for delivery to airlines in Asia over the next 24 months from the five main manufacturers: Airbus, ATR, Boeing, Bombardier and Embraer. more

11/10/2018

in Modelling and Forecasting

How long will China remain 'closed for business' for Boeing?

Chinese airlines have been conspicuous in their avoidance of direct aircraft orders with Boeing as the trade war heats up between China and the US. more

09/10/2018

in Regulatory and Accounting , Aircraft Finance Market

GATS: Lessors innovate to solve lease novation problem

GATS, The Global Aircraft Trading System, is the aviation finance industry’s answer to the problem of lease novations when trading aircraft. more

04/10/2018

in Lessors and Lease Rates , Aircraft Finance Market

Lessor CEOs turn guns on OEMs

Lessor CEOs at ISTAT’s EMEA conference in Prague last week, reflect on the relationship between OEMs and lessors. more

02/10/2018

in Lessors and Lease Rates , Aircraft Finance Market

Start-up Zephyrus markets debut aircraft ABS

Ishka examines Zephyrus Aviation Capital Limited's debut $336.6 million securitization, Zephyrus Capital Aviation Partners 2018-1 Ltd (Z-CAP 2018 -1). more

01/10/2018

in Capital Markets

ISTAT EMEA: Early signs of a downturn?

Aircraft lessor chiefs cited rising fuel costs, increasing interest rates, labour tensions and currency depreciation as danger signs for the industry. more

30/09/2018

in Aircraft Finance Market

ISTAT EMEA: ALC outlines mid-life ABS strategy

“The idea is that there is a ton of value in these leases. When we were selling to other people they were profiting from them. We no longer want to do that.” more

27/09/2018

in Lessors and Lease Rates , Aircraft Finance Market

Lessons learned from Veling’s failed 777 leases

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

24/09/2018

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

Q2 2018: FLY continues AirAsia portfolio sell down

Q2 2018 reporting by FLY Leasing is the industry’s first opportunity to assess the effect of the lessor’s bold decision to acquire the AirAsia portfolio. more

23/09/2018

in Lessors and Lease Rates , Aircraft Finance Market

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



The Aviation Investival: Korea

21th March, 2019

The only dedicated Korean aviation investor event returns to Seoul in March 2019 with some new twists and surprises.


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