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15-year-old aircraft values, COMAC makes domestic delivery progress, Russian carriers adapt fleet plans

Welcome to the 126th ‘Extra’ supplement to Ishka’s Transaction Economics platform, delivering ‘the Ishka View’ on events that have a bearing on aircraft values and lease rates, and the market dynamics that matter in today’s aviation environment. more

18/06/2024

in Aircraft values, Lease Rates & Returns

Aircraft Buyers List June 24: Which aircraft are lessors targeting?

This is the 11th edition of Ishka’s aircraft buyers list, where Ishka summarises a list of potential and active buyers of leased aircraft on the secondary market. Since the last update on 1st May 2024, Ishka recorded ten new aircraft trades. more

07/06/2024

in Aircraft values, Lease Rates & Returns , Lessors & Asset managers

10-year-old aircraft values, Saudia signs order for 105 A320neos family jets, GOL to restructure

Welcome to the 125th ‘Extra’ supplement to Ishka’s Transaction Economics platform, delivering ‘the Ishka View’ on events that have a bearing on aircraft values and lease rates, and the market dynamics that matter in today’s aviation environment. This report examines how aircraft types are faring through current events; which types are in favour; which are ‘on watch’; and which are most exposed or impacted by the evolving aircraft environment. more

05/06/2024

in Aircraft values, Lease Rates & Returns

Cargo Market Update: Reduced freighter feedstock coincides with lease rate stability

Speaking at Ishka’s Trading Summit in Dublin earlier this month, cargo carrier CEOs flagged concerns over the limited availability of older aircraft for freighter feedstock, as passenger airlines look to extend the lives of their current fleets. Mid-size widebodies remain highly in demand among operators despite their age, with the lease rates of certain A330-300P2F vintages outpacing the B747-400F. more

29/05/2024

in Aircraft values, Lease Rates & Returns , OEMs, Cargo & Engines

5-year-old aircraft values, rising demand for spare engines amid MRO bottlenecks

Welcome to the 124th ‘Extra’ supplement to Ishka’s Transaction Economics platform, delivering ‘the Ishka View’ on events that have a bearing on aircraft values and lease rates, and the market dynamics that matter in today’s aviation environment. more

27/05/2024

in Aircraft values, Lease Rates & Returns

Aircraft values: The uptick in mid-life 737NG and Airbus A320ceo values

Robust demand and OEM delivery slot shortages have seen mid-life narrowbodies surge in value. Ten and 15-year-old Airbus A320ceos recorded the largest growth over the last 12 months, increasing 20% from $27 million to $32 million, according to Ishka's Transaction Economics platform. more

22/05/2024

in Aircraft values, Lease Rates & Returns

Aircraft ABS market ‘open’ but lessors question likely LTVs

Lessors speaking at Ishka’s Dublin Financing Festival last week argued that the ABS market was is now “open” for aviation issuers, with at least two aircraft ABS deals rumoured to be looking to issue before the summer more

20/05/2024

in Aircraft values, Lease Rates & Returns , Lessors & Asset managers

New-build aircraft values, COMAC looks to ramp-up C919 production to meet demand

Welcome to the 123rd ‘Extra’ supplement to Ishka’s Transaction Economics platform, delivering ‘the Ishka View’ on events that have a bearing on aircraft values and lease rates, and the market dynamics that matter in today’s aviation environment. This report examines how aircraft types are faring through current events; which types are in favour; which are ‘on watch’; and which are most exposed or impacted by the evolving aircraft environment. more

06/05/2024

in Aircraft values, Lease Rates & Returns

New lessor: Jeff Lewis leads Korean lessor Hanwha Aviation

South Korean conglomerate Hanwha has officially launched Hanwha Aviation, an aircraft and engine leasing platform based in Singapore. more

03/05/2024

in Aircraft values, Lease Rates & Returns , Lessors & Asset managers

Aircraft Buyers List May 24: Which aircraft are lessors targeting?

This is the 10th edition of Ishka’s aircraft buyers list, where Ishka summarises a list of potential and active buyers of leased aircraft on the secondary market. Since the last update on 19th March 2024, Ishka recorded five aircraft trades and has added a new category to indicate buyers’ interest in aircraft 10 years and older. more

01/05/2024

in Aircraft values, Lease Rates & Returns , Lessors & Asset managers

Asset managers survey: Expected returns tighten for mid-life widebodies

Asset managers surveyed by Ishka state expected unlevered returns have tightened for both mid-life and new-tech aircraft since Ishka’s last survey, conducted in October 2023. more

30/04/2024

in Aircraft values, Lease Rates & Returns , Lessors & Asset managers

15-year-old aircraft values, delivery shortages keep secondary market rates high

Welcome to the 122nd ‘Extra’ supplement to Ishka’s Transaction Economics platform, delivering ‘the Ishka View’ on events that have a bearing on aircraft values and lease rates, and the market dynamics that matter in today’s aviation environment. more

22/04/2024

in Aircraft values, Lease Rates & Returns

Q1 2024: Engine buyers predict lease rates will continue to rise

Aircraft engine buyers surveyed by Ishka have confirm that some single-aisle engine lease rates nearly doubled between the start of 2023 and 2024, with the majority arguing lease rates for narrowbodies engines will continue to rise for the rest of the year. more

11/04/2024

in Aircraft values, Lease Rates & Returns , OEMs, Cargo & Engines

10-year-old aircraft values, lease rates expected to continue rising amid OEM delays and capacity constraints

Welcome to the 122nd ‘Extra’ supplement to Ishka’s Transaction Economics platform, delivering ‘the Ishka View’ on events that have a bearing on aircraft values and lease rates, and the market dynamics that matter in today’s aviation environment. more

08/04/2024

in Aircraft values, Lease Rates & Returns

SMBC Aviation Capital CEO: 'More Boeing woes could cause lease rates to rise further'

SMBC Aviation Capital CEO Peter Barrett talks to Ishka about rising lease rates, how a weak Japanese Yen is impacting aircraft leasing and the difficulties of M&A in the aircraft leasing space. more

27/03/2024

in Aircraft values, Lease Rates & Returns , Lessors & Asset managers , Other

5-year-old aircraft values, Japan Airlines' post-pandemic rebound, Asian carriers bulk up their orderbooks

Welcome to the 121st ‘Extra’ supplement to Ishka’s Transaction Economics platform, delivering ‘the Ishka View’ on events that have a bearing on aircraft values and lease rates, and the market dynamics that matter in today’s aviation environment. more

25/03/2024

in Aircraft values, Lease Rates & Returns

Ishka London: US PE explores aviation opportunities, but European investors hesitant to boost allocations

Multiple sources have confirmed that there has been an uptick of interest from private equity (PE) investors for aircraft opportunities in 2024 – a stark contrast to last year which was noticeably difficult for new fundraises, particularly in aviation. more

21/03/2024

in Aircraft values, Lease Rates & Returns , Lessors & Asset managers , Other

Aircraft Buyers List March 24: Which aircraft are lessors targeting?

This is the 9th edition of Ishka’s aircraft buyers list, where Ishka summarises a list of potential and active buyers of leased aircraft on the secondary market. Ishka recorded eight new aircraft trades and added two new firms to the list since the last update on January 23rd, 2024. more

19/03/2024

in Aircraft values, Lease Rates & Returns , Lessors & Asset managers

How FX issues are impacting Japanese aircraft investors, Falko closes NAC trade

Aircraft asset managers confide that currency movements are starting to impact Japanese investor appetite and behaviour when it comes to aircraft investments. Separately Ishka examines UK lessor Falko Regional Aircraft recent acquisition of 24 regional jets. more

18/03/2024

in Aircraft values, Lease Rates & Returns , Lessors & Asset managers , Other

New-build aircraft values, American’s bumper order, airlines scale back MAX delivery expectations

This is the 119th ‘Extra’ supplement to Ishka’s Transaction Economics platform, delivering ‘the Ishka View’ on events that have a bearing on aircraft values and lease rates, and the market dynamics that matter in today’s aviation environment. more

13/03/2024

in Aircraft values, Lease Rates & Returns

ISTAT Austin: Lessors CEOs debate peak aircraft shortage and M&A

Aircraft lessor CEOs speaking at the ISTAT Americas conference in Austin in early March discussed rising lease rates, aircraft shortage and potential M&A. more

08/03/2024

in Aircraft values, Lease Rates & Returns , Lessors & Asset managers

15-year old aircraft values, Cargo market softens, Tibet Airlines orders 40 COMAC C919s

Welcome to the 119th ‘Extra’ supplement to Ishka’s Transaction Economics platform, delivering ‘the Ishka View’ on events that have a bearing on aircraft values and lease rates, and the market dynamics that matter in today’s aviation environment. more

28/02/2024

in Aircraft values, Lease Rates & Returns , Lessors & Asset managers , OEMs, Cargo & Engines

AerCap Q4 2023: OEM ramp-up won’t stop aircraft shortage

A return to pre-shock OEM production levels would only be the first step towards steadying a supply-demand imbalance that shows “no signs of ending anytime soon,” AerCap CEO Aengus Kelly told the lessor’s Q4 2023 earnings call. more

27/02/2024

in Aircraft values, Lease Rates & Returns , Lessors & Asset managers

10-year-old aircraft values, Airbus delivers 30 aircraft in January, Aircastle settles with two Russian airlines

Welcome to the 118th ‘Extra’ supplement to Ishka’s Transaction Economics platform, delivering ‘the Ishka View’ on events that have a bearing on aircraft values and lease rates, and the market dynamics that matter in today’s aviation environment. more

12/02/2024

in Aircraft values, Lease Rates & Returns , Lessors & Asset managers , OEMs, Cargo & Engines

Remarketing Watch Data Sheet: High demand continues to limit current-tech narrowbody availability

This Data Sheet provides a snapshot of aircraft currently being remarketed on three of the main remarketing sites. more

07/02/2024

in Aircraft values, Lease Rates & Returns

5 year-old aircraft values, Akasa Air orders 150 B737 MAXs, Cargojet cancels B777 freighter expansion

Welcome to the 117th ‘Extra’ supplement to Ishka’s Transaction Economics platform, delivering ‘the Ishka View’ on events that have a bearing on aircraft values and lease rates, and the market dynamics that matter in today’s aviation environment. more

31/01/2024

in Aircraft values, Lease Rates & Returns , Lessors & Asset managers , OEMs, Cargo & Engines

New-build aircraft values, Genesis acquires six B737-800s, Year-end order frenzy

Welcome to the 116th ‘Extra’ supplement to Ishka’s Transaction Economics platform, delivering ‘the Ishka View’ on events that have a bearing on aircraft values and lease rates, and the market dynamics that matter in today’s aviation environment. more

16/01/2024

in Aircraft values, Lease Rates & Returns , Lessors & Asset managers , OEMs, Cargo & Engines

Ishka extends 2023 Ishka Deals of the Year Award submissions

After several requests for extensions, Ishka has pushed back the deadline for 2023 deal of the year submissions till the 26th of January. more

10/01/2024

in Aircraft values, Lease Rates & Returns , Other , Aviation Banks and Lenders

Remarketing Watch Data Sheet: Availability still low heading into New Year

Total aircraft availability remains lower than historic levels heading into the new year, with 364 aircraft being actively remarketed on sites analysed by Ishka. more

04/01/2024

in Aircraft values, Lease Rates & Returns , OEMs, Cargo & Engines

Lessors prepare January aircraft sale portfolios

Ishka hears that several aircraft lessors are preparing aircraft portfolios for sale in January in what is expected to be an unusually busy January for lessor traders. more

02/01/2024

in Aircraft values, Lease Rates & Returns , Lessors & Asset managers

‘Why we invested in widebodies’ – Azorra on the Voyager acquisition

Azorra president Ron Baur speaks to Ishka about the lessor's acquisition of Voyager, crossover aircraft leasing, and why the firm is entering the widebody market. more

01/01/2024

in Aircraft values, Lease Rates & Returns , Lessors & Asset managers

15 year old aircraft values, FTAI acquires CFM56-5B and -7B engine module maintenance firm

Welcome to the 115th ‘Extra’ supplement to Ishka’s Transaction Economics platform, delivering ‘the Ishka View’ on events that have a bearing on aircraft values and lease rates, and the market dynamics that matter in today’s aviation environment. more

19/12/2023

in Aircraft values, Lease Rates & Returns , Lessors & Asset managers , OEMs, Cargo & Engines

Ashland Place markets debut aircraft loan ABS

Aviation alternative lender Ashland Place Finance (Ashland) is currently in the market with a debut $324.3 million aircraft loan ABS, Ashland 2023-1. more

11/12/2023

in Aircraft values, Lease Rates & Returns , Aviation Banks and Lenders

Ishka 2023 Deals of the Year Award submissions now open!

Ishka is now accepting submissions for its Deal of the Year Awards. The Ishka Deal of the Year Awards celebrate the best-closed aircraft financings of 2023. more

08/12/2023

in Aircraft values, Lease Rates & Returns , Capital Markets , Aviation Banks and Lenders

10-year-old aircraft values, COMAC elaborates on new C919 variants

Welcome to the 114th ‘Extra’ supplement to Ishka’s Transaction Economics platform, delivering ‘the Ishka View’ on events that have a bearing on aircraft values and lease rates, and the market dynamics that matter in today’s aviation environment. This report examines how aircraft types are faring through current events; which types are in favour; which are ‘on watch’; and which are most exposed or impacted by the evolving aircraft environment. more

07/12/2023

in Aircraft values, Lease Rates & Returns , Lessors & Asset managers , OEMs, Cargo & Engines

Turboprops: Could ESG concerns help their commercial outlook?

It is often said that the best solution to a problem is the easiest one, and yet as the airline industry pours time and effort into strategies to decarbonise short-haul flying, one readily available option is seldom mentioned: re-fleeting with turboprops. more

04/12/2023

in Aircraft values, Lease Rates & Returns , ESG & Regulation

Airlines likely to see LRFs rise for Autumn SLB RFPs

Lessors indicate that lease rate factors (LRFs) on new deals are starting to rise as more lessors are being forced to price in the current higher cost of debt, which in turn, is increasing the minimum LRFs lessors can offer. more

30/11/2023

in Aircraft values, Lease Rates & Returns , Lessors & Asset managers

RTX: hundreds of additional GTF inspections to ground A320neos

Around 600 to 700 incremental shop visits will be required for Pratt & Whitney (P&W) PW1100G A320neo engines over the next three years. more

14/09/2023

in Aircraft values, Lease Rates & Returns , OEMs, Cargo & Engines

Which 2022 airline start-ups are still flying in September?

Ishka research shows that 22 out of the 26 of the airline start-ups (84.6%) that began operations in 2022 are still flying at the start of September 2023. more

01/09/2023

in Aircraft values, Lease Rates & Returns , Airline trends & analysis

Pricing Benchmark: MAX prices keep up with A320neos

Aircraft values for both the Airbus A320neo and Boeing 737 MAX have rebounded to pre-COVID-19 levels, with no material delta between the two aircraft types, according to research from Ishka’s Aircraft Pricing Benchmark team. more

31/08/2023

in Aircraft values, Lease Rates & Returns

15-year-old aircraft values, DAE takes CALC's MAX orders, 767 and A321 cargo interest grows

This is the 107th in a series of supplements to Ishka’s ‘Transaction Economics’ service which delivers ‘the Ishka View’ on events that have a bearing on aircraft values, lease rates, and the market dynamics that matter, under today’s market environment. more

30/08/2023

in Aircraft values, Lease Rates & Returns , Lessors & Asset managers , OEMs, Cargo & Engines

Standard Chartered sells aircraft leasing arm and loan book to AviLease and Apollo

Riyadh-based aircraft lessor AviLease is set to buy the leasing arm of Standard Chartered in a $3.6 billion deal. more

29/08/2023

in Aircraft values, Lease Rates & Returns , Lessors & Asset managers , Aviation Banks and Lenders

Unlevered SLB returns drop on competitive bidding

Unlevered returns (IRRs) for new-technology narrowbody aircraft sale/leasebacks have declined in the second quarter of the year due to increased competition amongst bidders, according to Ishka analysis. more

28/08/2023

in Aircraft values, Lease Rates & Returns

Remarketing Watch Data Sheet: Total number of passenger aircraft being remarketed drops in August

This Data Sheet provides a snapshot of aircraft currently being remarketed on three of the main remarketing sites. more

24/08/2023

in Aircraft values, Lease Rates & Returns , OEMs, Cargo & Engines

10-year-old aircraft values, lessor aircraft sales pick up, airlines upgauge NB orders

This is the 106th ‘Extra’ supplement to Ishka’s Transaction Economics platform, delivering ‘the Ishka View’ on events that have a bearing on aircraft values and lease rates, and the market dynamics that matter in today’s aviation environment. more

21/08/2023

in Aircraft values, Lease Rates & Returns

SLB returns: Unlevered IRR and NPV analysis

This data sheet is an illustrative look at net present values (NPVs), and unlevered returns (IRRs) for six hypothetical sale/leaseback (SLB) transactions informed by rumoured pricing terms of real SLB deals concluded between May and July 2023. more

02/08/2023

in Aircraft values, Lease Rates & Returns