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Asset managers Q1 2024 update

Ishka's asset managers datasheet provides a summary of recent news, activity, and metrics of aircraft asset managers in Q1 2024. more

21/05/2024

in Lessors & Asset managers

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

AerCap orders 150 LEAP engines, reports further jumps in A321neo and 787 lease rates

AerCap has seen increases in lease rates of 20% for Airbus A321neos and 10% on Boeing 787-9s either side of the pandemic, according to CCO Peter Anderson. more

16/05/2024

in Lessors & Asset managers , OEMs, Cargo & Engines

Examining lessor portfolios through the lens of Impact’s decoupling milestones

In this joint report, Rob Neale, Chief Product Officer at PACE, and Eduardo Mariz, Senior Analyst and Sustainability Lead at Ishka, examine major lessor portfolios using Impact’s* decarbonisation milestone methodology. more

14/05/2024

in Lessors & Asset managers , ESG & Regulation

ALC Q1 2024: Aircraft shortages keep new technology lease rates high

Lease rates for some new technology Airbus aircraft have grown by up to 15% since 2022, according to ALC CFO Gregory Willis; but in the short term ALC's quarterly results are down, partly driven by an increase in composite financing costs. more

08/05/2024

in Lessors & Asset managers

AerCap Q1 2024: OEM delivery uncertainty ‘most difficult issue we face,’ says Kelly

A lack of certainty around the timing of new aircraft deliveries is the key challenge faced by AerCap today, CEO Aengus Kelly told the lessor’s Q1 2024 earnings call on 1st May. more

07/05/2024

in Lessors & Asset managers

Capital Markets Update: $3 billion raised by lessors in April

Just over $3 billion was issued in April by lessors tracked by Ishka, bringing the total issued so far in 2024 to $9.12 billion. more

03/05/2024

in Lessors & Asset managers , Capital Markets

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

Aircraft lessors go to Dublin court over Russian contingent insurance claims

Aircraft lessors are gearing up for a key court hearing with their insurers in Dublin this June, under claims based on their contingent insurance policies for aircraft trapped in Russia. more

24/04/2024

in Lessors & Asset managers , Other

Quick Take: SKY Leasing in the market to sell Sky Fund V, OEMs pay out following narrowbody disruption

Aircraft asset manager SKY Leasing is understood to be in the market to sell its leasing portfolio, Sky Fund V. In the OEM sector, Boeing and RTX have begun arranging compensation packages with airlines affected by airworthiness directives and delivery delays. more

19/04/2024

in Lessors & Asset managers , OEMs, Cargo & Engines

Lessor order books: no new leasing orders in March

Lessors received 28 aircraft from the two major OEMs in March. more

18/04/2024

in Lessors & Asset managers , OEMs, Cargo & Engines

Quick Takes: Lessors forced to adapt dozens of op leases under new EU Russian sanctions

The latest package of sanctions announced by the European Union will require EU-based companies to add a contractual clause preventing the re-export of aviation equipment and related services to Russia. more

09/04/2024

in Lessors & Asset managers

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

Lessor order books: 777 Partners MAX orders transfer to new leasing entity

Ishka provides updates on confirmed lessor order books with Airbus and Boeing as of 29th February. more

26/03/2024

in Lessors & Asset managers , OEMs, Cargo & Engines

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

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

Q1 2024 Aircraft Trades: Lessors confirm more competition for older aircraft

Aircraft traders share that there has been more interest in older aircraft as lessors release more portfolios into the market. more

29/02/2024

in Lessors & Asset managers , Other

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

ALAFCO sells more aircraft to Macquarie, Rolls-Royce beats profit projections, stored aircraft levels persist

Kuwaiti Lessor ALAFCO is to sell an additional 23 aircraft from its portfolio to Macquarie AirFinance. more

23/02/2024

in Lessors & Asset managers , OEMs, Cargo & Engines

On Watch: SpiceJet denied payment extension, VietJet barred from interfering in repossession efforts

SpiceJet [On Watch] has been denied further extensions on its outstanding debt payments to Credit Suisse and ordered by India’s Supreme Court to pay $1.25 million before March 15. more

22/02/2024

in Lessors & Asset managers , Airline trends & analysis

ALC Q4 2023: ‘We are a believer in the 737 MAX and the Boeing company,’ says CEO John Plueger

Air Lease Corporation (ALC) came out in support of Boeing in its earnings call last week and reported record revenues and profits for its fourth quarter and full-year results. more

20/02/2024

in Lessors & Asset managers

Lessors raised just $1.3bn in funds last year due to ‘brutal’ fundraising environment

Aircraft leasing platforms raised just $1.3 billion through new publicly announced equity funds and joint ventures (JV) in 2023, according to Ishka research. more

15/02/2024

in 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

Asset managers Q4 2023 update

Ishka's asset managers datasheet provides a summary of recent news, activity, and metrics of aircraft asset managers in Q4 2023. more

08/02/2024

in Lessors & Asset managers

Dublin Takeaways: Traders share their optimism, Boeing’s woes, and could the aircraft ABS market return this year?

Ishka looks at some of the key talking points from aircraft investors on the aviation finance market last week in Dublin. more

02/02/2024

in Lessors & Asset managers , Capital Markets , OEMs, Cargo & Engines

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

Aircastle targets over $1bn in aircraft acquisitions for 2024, SMBC partners with CDPQ

Aircastle is planning to acquire in excess of $1 billion in aircraft assets during 2024, traders tell Ishka. According to Ishka’s aircraft buyer’s database, Aircastle will be targeting a combination of both new and mid-life narrowbodies. more

30/01/2024

in Lessors & Asset managers , OEMs, Cargo & Engines

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

This is the 7th 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 seven new aircraft trades and added three new firms to the list since the last update on December 6th 2024. more

23/01/2024

in Lessors & Asset managers , Other

Lessor order books: Avolon moves to head of the pack with 140-strong December narrowbody orders

Ishka provides updates on confirmed lessor order books with Airbus and Boeing as of 31st December. more

22/01/2024

in Lessors & Asset managers , OEMs, Cargo & Engines

Trading heats up for aircraft buyers

Ishka notes an increase in aircraft trading activity last year with 31 of the 34 leasing firms monitored by Ishka in its Aircraft Buyers Database managing to acquire at least one aircraft via the intra-lessor market in 2023. more

16/01/2024

in Lessors & Asset managers , Other

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

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

Aircraft sellers gather first round bids

Aircraft lessors are understood to have submitted first-round bids for several aircraft portfolios currently in the market as many sellers look to shortlist buyers in January. more

14/12/2023

in Lessors & Asset managers , Other

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

Aircraft Buyers List December 23: Which aircraft are lessors targeting?

This is the 7th 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 seven new aircraft trades and added three new firms to the list since the last update on September 20th 2023. more

06/12/2023

in Lessors & Asset managers , Other

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

ALI 2023: Lessors divided over SAF role, Willie Walsh insists net zero is possible for aviation

The issue of SAF dominated every panel session at Aircraft Leasing Ireland’s (ALI) second event held this week in Dublin, with a widespread agreement that SAF represented the only credible option for aviation to help meet 2050 net-zero carbon targets. “There is no alternative,” reflected Willie Walsh, the Director-general of IATA at the conference. “We have to accept that the transition to net zero is going to be critically dependent on sustainable aviation fuel.” more

23/11/2023

in Lessors & Asset managers , ESG & Regulation

Lessor order books: SMBC moves into third place in Boeing order tally, Avolon strengthens widebody position

Ishka provides updates on confirmed lessor order books with Airbus and Boeing as of 31st August. more

21/09/2023

in Lessors & Asset managers , OEMs, Cargo & Engines

Quick Take: Air India and IndiGo set up captive leasing arms, DAE buys CALC’s MAX orders

IndiGo and Air India set up captive lessors in the International Financial Services Centre (IFSC) in Gujarat International Finance Tec-City, better known as GIFT City. DAE buys buys CALC’s MAX orders. more

11/09/2023

in Lessors & Asset managers , OEMs, Cargo & Engines

Lessor trading update Q2 2023: Secondary market activity picks up

Nine aircraft lessors analysed by Ishka acquired 34 aircraft via trades and sold 62 aircraft in the second quarter of 2023. more

04/09/2023

in Lessors & Asset managers