Trusted, expert assessment of the latest industry trends from the respected Ishka team, including regional analysis, airlines, lessors and critical emerging issues.
Merx uses debut ABS to help switch to full servicer
Merx Aviation markets inaugural aircraft securitisation backed by 25 narrowbodies. more
24/04/2018
BOC Aviation moves away from floating rate leases
Ishka examines Singapore-based aircraft lessor BOC Aviation's latest results as it undergoes substantial expansion and shifts away from a floating rate business model. more
23/04/2018
Would lease transparency create more liquidity in aviation?
Attendees Ishka’s Investing in Aviation Finance event in London debate transparency. more
20/04/2018
Aviation Schuldschein: NAC repeats issue, no new entrants
Nordic Aviation Capital returns to the Schuldschein market with a $105 million issuance. more
19/04/2018
Will European investors stick with aviation as interest rates rise?
Ishka summarises some of the key takeaways from Ishka’s Investing in Aviation Finance Europe Conference held in London. more
17/04/2018
ALC uses tax boost to shop for aircraft
Ishka reviews Air Lease Corporation’s FY2017 results, as it preps for a higher interest rate environment to its planned shopping spree made possible by the U.S. tax changes. more
16/04/2018
The hidden rationale behind IAG’s potential bid for Norwegian
Ishka examines why IAG may be planning to take over a vulnerable Norwegian Air Shuttle. more
13/04/2018
in Airline Profiles , Ishka insights , Aircraft Finance Market
Improving Azul benefits from Brazilian recovery
Macroeconomic recovery in Brazil helped Azul to return to the black in 2017. But is Azul in a position to leverage the growth in the market? Ishka studies Azul’s strengths and weaknesses in this ‘Airline Credit Profile’. more
11/04/2018
Appraisers indicate prices firm for current tech narrowbodies
A consensus value of a group of ISTAT certified appraisers, polled by Ishka, reveals A320ceo and 737s are retaining their value despite the increasing number of NEOs and MAXes. more
10/04/2018
Lack of transparency holds back aircraft ABS secondary market
A lack of hard information is keeping secondary investors away from a booming market. more
09/04/2018
Jet Airways struggles to reduce debt pile
The continued confidence of shareholder Etihad Airways, is crucial to the airline’s future. more
06/04/2018
UAE banks react to fewer Emirates and Etihad deliveries
Ishka reviews UAE aviation finance banks. more
04/04/2018
How AirAsia Capital purchase will change Fly Leasing
Ishka reviews Fly Leasing’s Q4 and FY2017 results in light of its recent large-scale acquisition of the AirAsia Capital portfolio. more
03/04/2018
AFIC moves closer to the capital markets
Ishka researches how Marsh's private insurance product is evolving to support Jolco financings and bond issuances. more
29/03/2018
‘No interest in current Alitalia’ say bidders
Administrators say the airline languishes in a state of ‘objective economic impotence.’ more
26/03/2018
in Lessors and Lease Rates , Airline Profiles , Ishka insights
Update: Avolon prices Sapphire Aviation Finance I
Aircraft lessor Avolon has priced it second ABS. more
22/03/2018
Have airline yields recovered for North American carriers?
Ishka studies passenger yields across major North American carriers over the past eight quarters. more
20/03/2018
Lessors see silver lining in rising interest rates
Higher rates could increase yields for some lessors as it exerts upward pressure on lease rentals more
19/03/2018
in Lessors and Lease Rates , Ishka insights , Aircraft Finance Market
The fluctuating fortunes of twin-aisle production rates
Ishka examines the status of the twin-aisle programmes for both Airbus and Boeing. more
15/03/2018
Avolon returns to the ABS market with Sapphire 1
Aircraft lessor Avolon is in the market with a $768.4 million asset-backed securitisation backed by a portfolio of 41 mid-life aircraft. more
13/03/2018
FY 2017: AerCap lower sales targets
Ishka reviews AerCap’s full financial year 2017. more
12/03/2018
FLY Leasing takes $1.1 billion AirAsia portfolio ‘bet’
The lessor has taken the opportunity to scale up its portfolio and invest in new technology assets. more
09/03/2018
Avation takes $8 million airberlin impairment hit
Impairment is part of the continued fall-out following airberlin’s bankruptcy last year. more
07/03/2018
in Aircraft Asset Profiles , Lessors and Lease Rates , Ishka insights , Premium , Aircraft Finance Market
Air Canada issues rare non USD EETC
Ishka examines the first Canadian dollar denominated EETC privately issued by Air Canada. more
06/03/2018
Ishka examines investor protections for Norwegian’s EETC
The absence of special protection under Section 1110 of the US bankruptcy code and the continued poor financial performance of Norwegian has unsettled some investors. more
04/03/2018
CDB’s Peter Chang: “The good days for selling aircraft may be over soon”
Ishka speaks with CDB Aviation chief Peter Chang as he unveils the firm’s new fund and why appetite may be waning among some Chinese firms seeking to be aircraft lessors. more
01/03/2018
ABS Case Study: How was Emerald affected by last year’s airline bankruptcies?
Ishka looks at how Avolon’s Emerald Aviation Finance weathered two airline bankruptcies last year. more
27/02/2018
in Lessors and Lease Rates , Ishka insights , Capital Markets , Aircraft Finance Market
EQT’s NAC stake sale tests investor appetite for lessors
Ishka examines rumours surrounding private equity firm EQT and its potential sale of its majority stake in regional aircraft lessor NAC. more
26/02/2018
EETC Review: Still the favourite of the US carriers
Ishka looks at the data for EETC issuances from North American airlines. more
25/02/2018
Wings Capital Partners boosts equity base
Ishka speaks with Steve Hannahs, Wings Capital’s CEO and founder, on the lessor’s equity rise and possible return to the ABS market. more
22/02/2018
in Lessors and Lease Rates , Ishka insights , Capital Markets
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
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
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 reviews how equity investors are becoming increasingly engaged with aircraft securitisations. more
13/02/2018
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
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
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
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
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
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
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
The Aviation Finance Festival
Jun 26 - Jun 27, 2018
The InterContinental Hotel, Ireland
Ishka’s epic mid-year gathering in Dublin delivers two, action-packed days of independent, expert analysis on the latest indicators of the airline, finance and value cycles, and their impact on H2 2018 and beyond. More info
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