Ishka Insights: indispensable analysis and opinion
Show:

Aviation banks retreat to top airlines and say margins have doubled

Aviation banks are still open for business, say financiers, but terms have changed and financing institutions are only supporting existing clients, and key airlines. more

25/03/2020

in Aircraft Asset Profiles , Aircraft Finance Market

A year without the MAX

Ishka reviews how lessors and Boeing's stock have been reacting to the continued MAX grounding. more

13/03/2020

in Aircraft Asset Profiles

AerCap ends 2019 with surge in sales

AerCap finished Q4 2019 with a surge in aircraft sales, helping it improve key portfolio metrics and boost dividends. more

24/02/2020

in Aircraft Asset Profiles , Lessors and Lease Rates

Forecast: 1,001 missing 737 MAXs by year end 2022

Ishka’s head of advisory, Eddy Pieniazek and Dickon Harris explain how the grounding of the 737 MAX grounding, has disrupted aircraft delivery forecasts and aircraft lessors’ plans. more

14/02/2020

in Aircraft Asset Profiles , Modelling and Forecasting , Aircraft Finance Market

Will Qatar Airways help Air Italy’s lessors with their aircraft?

Italian carrier Air Italy ceased operations this week, leaving 12 leased aircraft without an operator. more

12/02/2020

in Aircraft Asset Profiles , Lessors and Lease Rates

Widebody weakness: Is demand for big aircraft declining?

Ishka looks at capacity trends in the mid-haul and long-haul segments for the past 10 years to see whether widebodies are losing routes to smaller aircraft. more

07/02/2020

in Aircraft Asset Profiles , Aircraft Finance Market

Current gen engine rents hold steady thanks to MAX grounding

Lease rates for CFM56-5B4, -7B26 and V2527-A5 engines have held firm on the back of constrained narrowbody lift. more

06/02/2020

in Aircraft Asset Profiles

ATR makes the case for green aircraft financing

ATR is the first commercial aircraft OEM to have delivered an aircraft funded by a green loan. more

04/02/2020

in Aircraft Asset Profiles , Aircraft Finance Market

Boeing takes $18.6bn MAX beating

The OEM now expects the 737 MAX grounding to cost it $18.6 billion as it looks to offer financial support to airlines and suppliers and eventually begin a possible multi-year catch up to pre-grounding production rates. more

30/01/2020

in Aircraft Asset Profiles

Lessors trade South African Airways exposure

Lessors with exposure to South African Airways breathed a small sigh of relief after the struggling flag carrier received 3.5 billion rand ($244 million) in emergency funding this week. more

29/01/2020

in Aircraft Asset Profiles , Airline Profiles

777-300ER lease rates hold on the back of 777X delay

Lease rates for midlife 777-300ERs have experienced a very slight decrease according to lessors and remarketers speaking with Ishka, contrary to expectations. more

24/01/2020

in Aircraft Asset Profiles

Ishka reviews 2019’s start-up airlines

This Insight rounds up the newest arrivals to the aviation industry, specifically those airlines that either commenced operations or were founded in 2019. more

22/01/2020

in Aircraft Asset Profiles , Aircraft Finance Market

Airline bankruptcies compress A330 lease rates even further

An already saturated leasing market for mid-life Airbus A330s has taken a turn for the worse with the addition of 11 A330s from bankrupt airlines. more

10/01/2020

in Aircraft Asset Profiles , Aircraft Finance Market

Thomas Cook bankruptcy: 65% of leased aircraft redeployed

Two-thirds of Thomas Cook’s UK and Balearics fleets have been re-marketed to new lessees or transferred to the surviving sister German and Scandinavian units. more

03/01/2020

in Aircraft Asset Profiles , Airline Profiles

How the 737 MAX grounding has helped rationalise capacity

The following is an excerpt from Ishka’s VISTA 2020: our new forecast for the year ahead. more

29/12/2019

in Aircraft Asset Profiles , Modelling and Forecasting

737 MAX production halted: what are the effects?

Boeing announced late on 16th December that it will temporarily suspend production of the 737 MAX beginning in January. more

17/12/2019

in Aircraft Asset Profiles , Modelling and Forecasting , Aircraft Finance Market , Market Move

Future deliveries update: Europe, Africa and Middle East

Ishka provides a guide to aircraft scheduled for delivery to airlines in Europe, Africa and the Middle East over the next 24 months.  more

06/12/2019

in Aircraft Asset Profiles , Airline Profiles

Airlines snapping up aircraft bargains left by HNA

New aircraft not taken up by HNA Group subsidiaries are being leased and purchased at discount prices. more

29/11/2019

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

Airbus and Boeing fall short on delivery targets

Boeing has clearly had a terrible year thanks to the MAX grounding, but Airbus also faces its own challenges to meet delivery targets. more

27/11/2019

in Aircraft Asset Profiles

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

in Aircraft Asset Profiles , Lessors and Lease Rates

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

in Aircraft Asset Profiles , Airline Profiles

Boeing CEO survives committee grilling

Spectacle presided over substance as Boeing's CEO faced down US senators and representatives. more

04/11/2019

in Aircraft Asset Profiles

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

in Aircraft Asset Profiles , Aircraft Finance Market

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

in Aircraft Asset Profiles

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

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

in Aircraft Asset Profiles , Lessors and Lease Rates

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

in Aircraft Asset Profiles , Lessors and Lease Rates

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

in Aircraft Asset Profiles , Lessors and Lease Rates

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

in Aircraft Asset Profiles , Modelling and Forecasting

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

in Aircraft Asset Profiles

A380 retirement horizon: What’s coming?

More airlines have announced broad projected retirement dates for the A380. more

29/08/2019

in Aircraft Asset Profiles , Airline Profiles

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

in Aircraft Asset Profiles , Modelling and Forecasting

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

in Aircraft Asset Profiles

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

in Aircraft Asset Profiles , Airline Profiles

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

in Aircraft Asset Profiles , Investor Education

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

in Aircraft Asset Profiles

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

in Aircraft Asset Profiles , Lessors and Lease Rates

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

in Aircraft Asset Profiles , Regulatory and Accounting

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

in Aircraft Asset Profiles

Ryanair-owned Lauda feasts on sub-$200k leased A320s

Ryanair’s Austrian subsidiary Lauda has more than doubled its fleet in 2019 with the addition of 18 mid-life A320s averaging sub-$200,000 lease rates. more

16/07/2019

in Aircraft Asset Profiles , Airline Profiles

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

in Aircraft Asset Profiles , Airline Profiles

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

in Aircraft Asset Profiles

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

in Aircraft Asset Profiles , Lessors and Lease Rates

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

in Aircraft Asset Profiles , Aircraft Finance Market

Investing in Aviation Finance & Infrastructure: Europe

Stay connected with 5 free Ishka London Digital webcasts with key event speakers. Broadcast at 11am BST (GMT +1) every Wednesday in April

Ishka Insight reports

Expert opinion and commentary.
Register for FREE TRIAL

socialise