Used Embraer E190/E195 E1 lease rates to come under pressure
With major E-Jet E1 operators set to phase out the type, many lessors worry lease rates could come under pressure as early as next year. more
15/11/2019
Shared patterns: An analysis of 737s grounded over pickle forks
Ishka identifies 37 Boeing 737 NGs affected by ‘pickle fork’ cracks as over 1,000 aircraft reach the FAA’s inspection threshold. more
12/11/2019
in Aircraft Asset Profiles , Airline Profiles , Technical Expertise
Q3 update: European MAX airlines bearish on aircraft’s return
Ishka examines the Q3 announcements of several airlines affected by the MAX grounding and their increasingly pessimistic re-entry outlooks. more
08/11/2019
Boeing CEO survives committee grilling
Spectacle presided over substance as Boeing's CEO faced down US senators and representatives. more
04/11/2019
Boeing sticks to Q4 MAX return as commercial division bleeds $3.8bn
Boeing booked a further $872 million of costs to the 737 programme in Q3, on top of the $8.3 billion loss in Q2. more
24/10/2019
MROs expect aircraft retirement ‘jump’ in 2020
After several years of reduced part-out activity, lessors and the MRO industry are preparing for a hike in the number of aircraft retirements in 2020. more
21/10/2019
in Aircraft Asset Profiles , Lessors and Lease Rates , Modelling and Forecasting
Midlife A319, 737-700 part out driven by strong demand for engines
A robust spare engine market has driven a range of investors to seek available used narrowbodies with green time engines for part out. more
14/10/2019
Aircraft OEM 20-year outlooks: How do they differ?
Ishka reviews year-on-year changes to the outlooks of Airbus, Boeing and COMAC. more
11/10/2019
in Aircraft Asset Profiles , Investor Education , Modelling and Forecasting
A220 lease rates shrink as premiums evaporate
Lease rates for the A220-300 have shrunk as arguments against its tradability weaken and lessor competition intensifies. more
08/10/2019
in Aircraft Asset Profiles , Lessors and Lease Rates , Aircraft Finance Market
Repo frenzy: Four airlines down, six on watch
Four airlines ceased operations in the past two weeks tentatively leaving 74 leased aircraft without an operator. more
01/10/2019
in Aircraft Asset Profiles , Lessors and Lease Rates , Airline Profiles , Home
A380 funds face grim prospect of Emirates retirements
Emirates’ announcement that it may start retiring leased A380s at rental expiry could dash hopes for lease extensions into the 2030s. more
24/09/2019
How has the A220 been financed so far?
Financier appetite for (and comfort with) the A220 has been growing steadily since its 2016 introduction. more
17/09/2019
M&A: PacLife sells ACG to Tokyo Century Leasing
Pacific Life Insurance Company (PacLife) has agreed to sell its remaining shares in Californian aircraft lessor Aviation Capital Group’s (ACG) to Tokyo Century Corporation in a deal worth approximately $3 billion. more
16/09/2019
Could the A220 become the third ‘liquid’ narrowbody?
A year after being acquired by Airbus the A220, née Bombardier CSeries, has racked up a series of new orders and a growing numbers of prospects. more
13/09/2019
Late-life NG airframe values jump on the back of MAX grounding
Part out companies claim the MAX grounding has boosted late life NG airframe values. more
06/09/2019
A380 retirement horizon: What’s coming?
More airlines have announced broad projected retirement dates for the A380. more
29/08/2019
A321neo delivery delays worsening in 2019
Airbus A321neo delivery delays have worsened in 2019 despite the OEM’s efforts to ramp up production. more
20/08/2019
Shallow midlife 777-300ER market sees lease rates compress further
Ishka surveys lessors for current lease rates and sale prices for midlife 777-300ER. more
19/08/2019
Q2 update: Top MAX airlines reveal grounding impact
Ishka examines the Q2 announcements of nine airlines affected by the MAX grounding. more
08/08/2019
Ishka’s take on Boeing’s MAX crisis five months on
Ishka reviews Boeing’s efforts to return the 737 MAX to service five months after its grounding. more
06/08/2019
Fund watch: Natixis exits Airborne Capital, PK AirFinance attracts buyers
Ishka examines the latest news for Airborne Capital and PK AirFinance. more
05/08/2019
in Aircraft Asset Profiles , Lessors and Lease Rates , Aircraft Finance Market
Cargo lessors: Boeing will have to offer discounts on extra 777 freighters
Boeing will have to offer discounts on extra 777Fs built to plug the production gap caused by the 777X delay, say cargo lessors speaking to Ishka - but is there a market for them? more
01/08/2019
Remarketers confirm plummeting mid-life A330 lease rates
More mid-life A330 are being stored while values and lease rates appear to be compressing. more
29/07/2019
Boeing Q2: No certainty on MAX return to service
Boeing has prepared multiple and divergent plans for the MAX's return to service, betraying the uncertainty that still surrounds the MAX crisis. more
25/07/2019
MAX grounding: Boeing's $8.3 billion blow
Boeing has announced $5.6 billion losses from customer concessions and delays deliveries, along with $2.7 billion from MAX production slowdown. more
19/07/2019
Ryanair-owned Lauda feasts on sub-$200k leased A320s
Ryanair’s Austrian subsidiary Lauda has than doubled its fleet in 2019 with the addition of 18 mid-life A320s averaging sub-$200,000 lease rates. more
16/07/2019
Lessors remarket 36% of Jet Airways’ leased aircraft
Lessors with exposure to Jet Airways have managed to remarket 36% of their aircraft, according to Ishka research. more
02/07/2019
COMAC’s C919 overseas marketing challenge
COMAC has faced some scepticism from aviation financiers around the international customer base for its C919, despite already having 815 orders. more
25/06/2019
ALC is first lessor in the queue for the Airbus A321XLR
Air Lease Corporation (ALC) left the Paris Air Show this week with new orders for 105 aircraft, including 27 for the newly launched Airbus A321XLR. more
20/06/2019
Repossession update: WOW, Avianca Brazil and Flybmi
Ishka tracks the repossession process of three bankrupt carriers in 2019: WOW air, Avianca Brazil and Flybmi, and reviews some other recent bankrupt airline fleets. more
17/06/2019
in Aircraft Asset Profiles , Lessors and Lease Rates , Airline Profiles
US private equity acquires lessor aircraft portfolios
A US private equity firm and a separate US equity fund manager have won bids to acquire separate leased aircraft portfolios from AerCap and Aircastle. more
04/06/2019
Lessor CEOs: MAX grounding a boon for lessors?
Has the Boeing 737 MAX grounding inadvertently helped lessors? Yes, according to several aircraft leasing chiefs. more
28/05/2019
Spare engine purchase prices soar by 20% in twelve months
With demand for spare engines getting stronger and stronger, Ishka surveys engine lessors for current spare engine purchase prices and lease rates. more
24/05/2019
Lessors succeed in remarketing most of bankrupt Germania’s A319s
Three months after the German leisure carrier filed for bankruptcy lessors have remarketed of half of Germania’s fleet. more
23/05/2019
ISTAT Asia: MAX likely grounded until end of 2019
Attendees and appraisers at ISTAT Asia did not think the MAX would be flying again in time for the summer season and asked how the grounding could impact MAX values and lease rates. more
14/05/2019
in Aircraft Asset Profiles , Aircraft Finance Market , Regulatory and Accounting
MAX grounding: Lessor CEOs discuss Boeing’s “multi-headed monster”
The CEOs of CDB Aviation, BOC Aviation Avolon and SMBC Aviation Capital share their views on the MAX grounding and Boeing’s uphill public relations battle. more
13/05/2019
Norwegian puts the brakes on leasing arm growth
Low-cost carrier Norwegian Air Shuttle has scaled back growth of its captive lessor, Arctic Aviation Assets (AAA), by delaying aircraft deliveries for the next two years. more
30/04/2019
Boeing’s shrinking MAX orderbook
Boeing has gotten no MAX orders since the fatal Ethiopian Airlines crash, along with 210 MAX orders wiped from its books as Jet Airways teeters on the brink. more
26/04/2019
Investor guide: Cannibal airlines and Christmas trees
In this investor guide Ishka highlights the risk of bankrupt airlines raiding leased aircraft for parts and leaving investors and lessors with a costly maintenance bill. more
25/04/2019
Ishka Investor Europe: MAX and neo equity returns continue to compress
Aircraft investors and lessors gathered at Ishka’s Aviation Finance Europe conference last week confirmed that returns on new technology leased aircraft, such as the Boeing 737 MAX and Airbus A320neo, have tightned forcing many investors seeking higher returns towards older aircraft. more
15/04/2019
in Aircraft Asset Profiles , Aircraft Finance Market , Lessors and Lease Rates
Boeing struggles to push through MAX software fix
Boeing's MAX software fix has been delayed from days to weeks by the FAA, who are themselves losing the confidence of aviation authorities worldwide. more
02/04/2019
in Regulatory and Accounting , Aircraft Finance Market , Aircraft Asset Profiles
Fly Leasing reaps rewards with AirAsia bet
It must have been quite a New Year’s party at Fly Leasing considering the impressive 2018 full-year results. Ishka assesses the impact of Fly’s decision to acquire the AirAsia portfolio on the platform and its possible future… more
26/03/2019
Boeing likely to offer airlines compensation for MAX groundings
Norwegian says it is "obvious" Boeing will pick up the bill for the cost of the MAX groundings, but how likely is it that airlines will receive compensation from the OEM? more
19/03/2019
in Airline Profiles , Aircraft Finance Market , Aircraft Asset Profiles
MUFG to acquire DVB’s aviation funds and finance arm
Japanese group MUFG is to acquire German DZ Bank’s aviation finance division as part of the dismantling of DVB Bank, DZ’s troubled transport finance business. Ishka analyses DVB AAM's managed fleet and the Deucalion aviation funds. more
08/03/2019
in Lessors and Lease Rates , Aircraft Finance Market , Aircraft Asset Profiles , Airline Profiles
Which lessors are most exposed to Norwegian?
More than half of Norwegian’s 162 aircraft fleet (51%) is currently leased from third party lessors. Ishka analyses the exposure of aircraft lessors to the long-haul low-cost carrier. more
06/03/2019
Norwegian’s next move
Norwegian Air Shuttle (Norwegian) has been a pioneer in making the idea of long-haul low-cost a reality. However, as Ishka has previously stated, the airline’s current business model is unsustainable. more
04/03/2019
Germania bankruptcy: What’s next for lessors?
A new conundrum emerged in the aircraft leasing market last week: Germania. The Berlin-based leisure airline filed for bankruptcy on February 4 after 32 years in operation. more
08/02/2019
in Aircraft Asset Profiles , Lessors and Lease Rates , Airline Profiles
Lawyering up: Lessors appeal Avianca Brazil's latest extension
Aircraft lessors exposed to Avianca Brazil have appealed a controversial 73-day extension to a stay on aircraft repossessions granted by a court in Sao Paulo on February 1. more
06/02/2019
in Aircraft Asset Profiles , Lessors and Lease Rates , Airline Profiles , Regulatory and Accounting
Jet Airways denies repossession rumours as it negotiates equity lifeline
Investors should get confirmation this week whether troubled Indian carrier Jet Airways, which denied earlier aircraft repossession reports, has agreed to an equity lifeline from its two largest backers. more
01/02/2019
in Aircraft Asset Profiles , Lessors and Lease Rates , Airline Profiles
Lessors in suspense as Avianca Brazil nears deadline
Lessors involved in Ocean Linhas Aereas S/A (Avianca Brazil) are sitting out a controversial stay on repossessions in disquiet as a February 1 deadline nears for the crippled Latin American carrier. more
28/01/2019
in Aircraft Asset Profiles , Regulatory and Accounting
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Investing in Aviation Finance Germany
Nov 26, 2019
Sofitel Munich, Germany
Ishka's third German conference is moving to Munich in 2019! Connecting the international community with German institutional investors, stimulating activity within the market and fostering unparalleled networking opport...More info
Investing in Aviation Finance China
Dec 3, 2019
JW MARRIOTT HOTEL SHANGHAI AT TOMORROW SQUARE, China
Successfully navigating the aviation cycle
Trusted information for calculated decisions
Bespoke Ishka consultancy services
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