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Will lessors extend MAX rental holidays?

The continued uncertainty over the length of the MAX grounding poses a dilemma to lessors- a handful of which have offered their airline customers rental holidays or deferrals. more

15/07/2019

in Lessors and Lease Rates , Aircraft Finance Market

Accipiter makes first OEM order amid “extremely difficult” SLB market

Ishka speaks with Accipiter’s CEO, Paul Sheridan, for the lessor's fifth year about managing asset and credit risk in a market that looks to be “plateauing pretty soon”. more

12/07/2019

in Lessors and Lease Rates

Tradeable e-note structure draws BOC Aviation back to ABS market

Aircraft lessor BOC Aviation has returned to the ABS market after a four-year absence for its second ABS - Silver Aircraft Leasing Limited. more

10/07/2019

in Lessors and Lease Rates , Aircraft Finance Market , Capital Markets

Dublin Festival: Older 737-800 lease rates firm further on back of MAX grounding

Used 737-800 lease rates climb higher and lessors win longer extensions as MAX faces recertification delays. more

28/06/2019

in Lessors and Lease Rates , Aircraft Finance Market

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

Aergo CEO: A second ABS “not on the horizon”

As Aergo celebrates its 20th birthday, Ishka sits with the firm’s CEO and founder, Fred Browne, to talk about the company's history, why he thinks aircraft prices could soften and why the aircraft lessor is forgoing the ABS market - for now. more

13/06/2019

in Lessors and Lease Rates

OEM problems throw a wrench into ALC’s growth plans

ALC’s growth plans have been materially affected by OEM troubles and the delays they have caused. more

11/06/2019

in Lessors and Lease Rates

Investor Guide: Digitalisation and the end of paper aircraft records

This investor guide looks at one of the main paper-heavy touchpoints on the road to digitalisation: aircraft records. more

05/06/2019

in Lessors and Lease Rates , Investor Education

Aircastle Q1 results weighed down by Avianca and Jet failures

Aircastle took roughly a 10% delta y-o-y—on its rental yields and net cash margins in Q1 2019 following the bankruptcies of just two of its 86 lessees, Jet Airways (India) and Avianca Brazil (Brazil). more

03/06/2019

in Lessors and Lease Rates , Aircraft Finance Market

Aviation finance: Are you pricing for risk properly?

Three aircraft and engine leasing risk officers highlight their biggest concerns in the market today. more

30/05/2019

in Lessors and Lease Rates , Capital Markets

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

in Aircraft Asset Profiles , Lessors and Lease Rates

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

in Aircraft Asset Profiles , Lessors and Lease Rates

JP Lease and Stratos price first JOL aircraft ABS

JOL Air Limited is the first aircraft ABS to include a Japanese Operating Lease (JOL) structure. more

22/05/2019

in Lessors and Lease Rates , Aircraft Finance Market

FLY drops A320neo options

FLY Leasing has chosen not to exercise the 2019 A320neo options it inherited as part of the AirAsia transaction. more

17/05/2019

in Lessors and Lease Rates , Aircraft Finance Market

Goshawk markets debut ABS

Ireland-headquartered Goshawk Aviation conduct a roadshow for its debut aircraft ABS - the youngest aircraft ABS with tradable E-note to date. more

15/05/2019

in Lessors and Lease Rates , Capital Markets , Aircraft Finance Market

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

in Aircraft Asset Profiles , Lessors and Lease Rates

AerCap’s gains on sales keep dropping

AerCap’s net income Q1 2019 took a hit after the lessor saw a dramatic decrease in gains from sales which the lessor attributed to both the type and number of the aircraft it sold in the quarter. more

09/05/2019

in Lessors and Lease Rates

Lessors face prospect of dismal MAX lease rates

Lessors are in limbo following the MAX grounding while 737 MAX lease rates are likely to remain low in the short-term. more

02/05/2019

in Lessors and Lease Rates , Aircraft Finance Market

Avolon bags funds, investment grade under the Orix halo

Financial markets and credit agencies have decisively shrugged off Avolon’s HNA woes as investors jumped feet first into the lessor’s gargantuan $2.5 billion issuance of senior unsecured debt in early April 2019. more

01/05/2019

in Lessors and Lease Rates , Aircraft Finance Market

ICBC Leasing shortlists buyers for 40 aircraft portfolio

Chinese leasing firm ICBC Leasing conducts one of the largest aircraft portfolio sales of recent history. more

22/04/2019

in Lessors and Lease Rates

Jet Airways: Lessor repossessions gain speed as airline winds down operations

Ishka analyses the latest developments in Jet Airways’ fleet and the hurdles lessors could face. more

16/04/2019

in Lessors and Lease Rates , Airline Profiles

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

Lessors still wait for repossessions as Azul and Avianca Brazil talks collapse

Lessors are still seeking to repossess aircraft from struggling Latin American carrier Avianca Brazil, as its creditors actively explore auctioning off the airline’s assets. more

10/04/2019

in Lessors and Lease Rates , Airline Profiles

Lessor CEOs: hitting the bottom of the sale/leaseback market

Ishka reviews some of the key market concerns raised by the public aircraft lessors including AerCap, Aircastle, ALC, and Fly including a potential slow-down in capital from China, Jet Airways’ and the tension of enforcing the Cape Town Convention in Brazil. more

08/04/2019

in Lessors and Lease Rates , Capital Markets , Aircraft Finance Market

Ishka Investival: Korean investors explore more ABS e-notes

South Korean equity investors are open to more aviation deals including aircraft ABS e-notes, according to aviation financiers and lessors speaking at Ishka’s Hong Kong Investival last week. more

01/04/2019

in Lessors and Lease Rates , Capital Markets , Aircraft Finance Market

WOW Air collapse: How are lessors impacted?

Icelandic carrier WOW Air ceased operating on 28th March after talks failed on a lifeline investment from Indigo Partners. Ishka assesses the impact on lessors. more

28/03/2019

in Lessors and Lease Rates , Airline 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

in Aircraft Asset Profiles , Lessors and Lease Rates

CDB Aviation boss: “Don’t expect to see new Chinese aircraft lessors”

CDB Aviation’s CEO Peter Chang and President Pat Hannigan believe that higher funding costs and declining yields will deter Chinese investors from creating more leasing platforms. more

25/03/2019

in Lessors and Lease Rates , Aircraft Finance Market

Azul boss wants “fast” Avianca Brazil deal as lessors seek to reclaim aircraft

Azul’s acquisition of Avianca Brazil’s aircraft leases and airport slots needs to be closed “fast” in the next 60 days if the struggling Avianca spin-off wants “business". more

22/03/2019

in Lessors and Lease Rates , Airline Profiles

Jet Airways faces repossession crisis

Jet Airways has reached a critical juncture in the negotiations for its survival with potential rescuers Etihad and the State Bank of India (SBI) locking horns as more aircraft are grounded. more

20/03/2019

in Lessors and Lease Rates , Airline Profiles

ISTAT: CDB Aviation chief argues this is the “beginning of the downturn”

A panel of leasing CEOs from GECAS, SMBC Aviation Capital, CDB Aviation and Air Lease Corporation debate whether the aviation finance industry is entering a downturn. more

18/03/2019

in Lessors and Lease Rates , Aircraft Finance Market

ALC’s declining China exposure

Optimism-driven growth was the main theme of Air Lease Corporation’s performance in 2018. But with gains from trading showing some softness across several top lessors, Ishka wonders if weakness in the secondary markets may be emerging. more

15/03/2019

in Lessors and Lease Rates , Aircraft Finance Market

Could Azul’s proposed takeover help Avianca Brazil’s lessors?

Lessors appealing a court-mandated stay on repossessions on leased aircraft with Avianca Brazil are looking at a non-binding asset takeover deal by LCC Azul with interest. more

14/03/2019

in Lessors and Lease Rates , Airline Profiles

Peter Barrett reflects on changing leasing market

SMBC Aviation Capital Chief speaks with Ishka about 737 MAX lease rates, airline bankruptcies and a tough sale/leaseback market. more

13/03/2019

in Lessors and Lease Rates

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

Could CMIG sell its aircraft leasing arm?

After missing a bond payment and having two real estate stakes frozen, CMIG is rumoured to be exploring selling off some of its subsidiaries, including its aircraft leasing arm, to meet its financial commitments. more

05/03/2019

in Lessors and Lease Rates , Aircraft Finance Market

UPDATE: Jet Airways grounds 25 leased aircraft, others leave fleet

Struggling Indian carrier Jet Airways has confirmed it has grounded at least 25 leased aircraft in February and March due to non-payment to lessors. The troubled carrier has effectively shrunk its operational fleet by around 35% since the start of the year. more

01/03/2019

in Lessors and Lease Rates , Airline Profiles

AerCap Q4 FY2018: revenues fail to catch up to unprecedented fleet growth

AerCap's capex in 2018 was unprecedented, resulting in significant improvement of the lessor's fleet metrics. Yet full-year revenues largely failed to reflect the quality of the newly expanded fleet. Ishka explores the possible reasons. more

28/02/2019

in Lessors and Lease Rates , Aircraft Finance Market

Turboprop leases rates: Fewer lessors help ATR and Q400 lease rates stabilise

In the past 12 months, turboprop lessors have seen lease rates stabilise for both ATR72-600 and Bombardier’s Dash 8 Q400. Ishka analyses the market performance of the two large turboprops and what lessors make of this slice of the market. more

25/02/2019

in Lessors and Lease Rates , Aircraft Finance Market

Lessors win Avianca Brazil legal victory but wait to repossess aircraft

Aircraft lessors exposed to ailing carrier Avianca Brazil are expected to remain on stand-by until next month despite new court developments technically paving the way for aircraft repossessions. more

20/02/2019

in Lessors and Lease Rates , Airline Profiles , Regulatory and Accounting

Aircastle’s results overshadowed by Avianca Brazil concerns

Aircastle’s mostly positive results for the full year 2018 were overshadowed by the ongoing concerns for the fate of the lessor’s aircraft operated by Avianca Brazil. more

19/02/2019

in Lessors and Lease Rates , Regulatory and Accounting , Aircraft Finance Market

Merx refinances RISE ABS

Merx Aviation is in the market with a new $429.1 million aircraft securitisation, MAPS 2019-1 Limited which will refinance the 2014 RISE Ltd aircraft ABS transaction (RISE). more

18/02/2019

in Lessors and Lease Rates , Capital Markets , Aircraft Finance Market

Debt-laden holiday firm Thomas Cook eyes sale of airline group

Following a share slump and rising debt last year Thomas Cook has announced a potential sale of its four subsidiary airlines. Ishka examines Thomas Cook’s leased fleet and lessor exposure. more

15/02/2019

in Lessors and Lease Rates , Airline Profiles

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

Chinese lessor watch: Bocomm issues $1.5bn bond

Ishka collects the latest deals, leases and news for Chinese-owned aircraft leasing entities between November 2018 and January 2019. more

31/01/2019

in Lessors and Lease Rates

Will lessors and lenders stick to their New Year resolutions?

Aircraft lessors and financiers indicate a greater resolve in trying to preserve returns for 2019. more

29/01/2019

in Lessors and Lease Rates , Modelling and Forecasting , Aircraft Finance Market

Investing in Aviation Finance Japan

12th September 2019

Exclusive gathering of Japanese investors, regional banks and the wider aviation finance community to uncover new opportunities in a changing Japanese investment landscape


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