Avation up for sale
Avation announced last week it could potentially sell the company after it was approached by an “interested party”. more
15/01/2020
Recent arrivals: New lessors since 2018
Magnetic MRO is the latest firm to have announced a new leasing platform, Magnetic Leasing. Ishka reviews all of the new lessors established since 2018. more
09/01/2020
Aviation investors' concerns for 2020
Ishka presents some of the hot topics we think will be debated by aviation institutional investors during 2020. more
02/01/2020
Lessor bonds 2019: Chinese lessors issue more USD notes
Aircraft leasing companies issued 23.1% new bonds by volume in the first eleven months of 2019 compared with the year before. more
18/12/2019
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
ALC on track to double fleet by 2023
ALC’s 2018 plan to double its fleet by 2023 is progressing full steam ahead as the lessor maintains 2018's pattern for aircraft sales. more
25/11/2019
Lessor CEOs: Chinese leasing slowdown
Lessor CEOs discuss slowdown from Chinese leasing platforms; 2019’s spate of airline bankruptcies; and weakening demand for the largest widebodies in their Q3 earnings calls. more
22/11/2019
Lessor CEOs: Boeing ‘helps’ with MAX rentals
The climate crisis’s growing shadow over aviation dominated lessor earnings calls in Q3, as did the fallout from the MAX grounding. more
21/11/2019
AerCap Q3 2019 results dampened by OEM delays
AerCap reported a strong quarterly profit in Q3 2019, but saw fleet and revenue growth dampened by delivery delays of new aircraft. more
20/11/2019
FLY accelerates deleveraging campaign in Q3 2019
Fly is beating its own deleveraging forecast for 2019 after taking on debt to fund its 2018 AirAsia portfolio acquisition. more
18/11/2019
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
TrueNoord’s Tieleman: Asset diversification, new types in ‘our wish list’
TrueNoord CEO Anne-Bart Tieleman speaks to Ishka on the regional aircraft lessor's reincarnation into a bigger entity and its strategy for fleet growth. more
13/11/2019
BBAM dispenses with anchor investor for HORIZON III ABS
US aircraft lessor BBAM has priced a $440-million ABS, Horizon III (HORZN 2019-2), which will be used to acquire a portfolio of 18 aircraft. more
07/11/2019
DAE prices Falcon 2019-1 and taps tradeable e-note market
DAE has priced a $514.3 million ABS, Falcon 2019-1, which will acquire a portfolio of 23 leased aircraft split between 20 narrowbodies and three A330s. more
28/10/2019
Repo update: Lessors look to remarket ex-Thomas Cook aircraft
A month after Thomas Cook’s bankruptcy Ishka examines how lessors have managed to remarket aircraft from four recent airline bankruptcies: Adria Airways, Aigle Azur, Thomas Cook and XL Airways. more
23/10/2019
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
NAC's Martin Moller: Regional leasing space ‘well covered’ for now
Ishka speaks with Nordic Aviation Capital's (NAC) chairman, Martin Moller, on competition in the regional aircraft leasing space. more
15/10/2019
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
ISTAT Lessor CEOs: ‘Sun is setting’ on end of line widebodies
Ishka summarises the key talking points from the year’s ISTAT lessor CEO panel. more
27/09/2019
ISTAT: Lessors’ unease about future return of the MAX
The few leases agreed since the grounding paint a negative picture for near-term 737 MAX lease rates. more
26/09/2019
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
A busy summer for aircraft portfolio trades
Historically, aircraft trading slows down during the summer months but leasing firms confirm that there has been a surprisingly high number of transactions during July and August. more
20/09/2019
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
Avation sees pick-up in turboprop demand
Emboldened by its strong quarterly results and buoyed by optimistic forecasts, Avation says it plans to aggressively grow the fleet by adding narrowbody and turboprop aircraft. more
12/09/2019
Aengus Kelly: AerCap portfolio strategy “sticking to true north”
AerCap chief Aengus Kelly says the lessor is sticking to its policy of disposing older aircraft and chasing new-technology assets. more
09/09/2019
FLY chief on the hunt for the next AirAsia ‘type deal’
Ishka speaks with FLY Leasing’s CEO, Colm Barrington, on potential competition between lessors and OEMs and a liquid ABS market. more
04/09/2019
FLY boasts bumper Q2 quarterly results
FLY Leasing reported a vast improvement in financial and fleet metrics in Q2 2019 as it continues to reap benefits from successfully absorbing the massive AirAsia portfolio, originally acquired in 2018. more
03/09/2019
Aigle Azur files for bankruptcy after failed leadership coup
French airline Aigle Azur filed for bankruptcy on 2nd September and entered judicial receivership following months of difficulties. more
02/09/2019
The unsustainably low level of aircraft retirements
Ishka examines the depressed level of aircraft retirements. more
30/08/2019
Lessor CEOs: MAX continues to boost narrowbody lease rates
The MAX grounding and its lift to narrowbody lease rates dominated lessors’ earnings calls in 2019 Q2. more
28/08/2019
Falko closes $650 million regional aircraft fund
Regional lessor Falko has closed its second aircraft equity fund at $650 million, away from what it describes as a "crowded" Airbus and Boeing market. more
23/08/2019
An airline CEO’s perspective: How to survive the lessor’s pitch
Capt. Suren Ratwatte, the former CEO of SriLankan Airlines, offers advice for negotiating the lease of a new aircraft. more
21/08/2019
in Lessors and Lease Rates , Airline Profiles , Investor Education
ALC rejigs future fleet mix even as OEM problems linger
ALC's ambitious plans for doubling its fleet over five years are bearing fruit but its strategic targeting of 737 MAX is proving problematic. more
15/08/2019
Lessor takes aircraft from HNA-tied Aigle Azur
French carrier Aigle Azur raised eyebrows last week after confirming one lessor “took back” an A320 under “deceptive means.” more
13/08/2019
Aircastle Q2: Strained results flag risk of betting on emerging markets
Aircastle's disappointing Q2 results highlight the risk of over-exposure to emerging markets after the bankruptcies of Jet and Avianca Brazil. more
12/08/2019
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
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
ICBC splits 38 aircraft portfolio between separate buyers
Chinese leasing firm ICBC Leasing finalises one of the largest aircraft portfolio sales of recent history. more
26/07/2019
in Lessors and Lease Rates , Aircraft Finance Market
.svg.png)
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
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
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
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
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
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
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
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
Investing in Aviation Finance & Infrastructure: Europe
Mar 31 - Apr 1, 2020
etc.venues St Paul's, United Kingdom
Keeping a core focus on commercial aviation investment, Ishka is thrilled to launch this forum, leveraging the expertise of Proximo to cover infrastructure opportunities - the only event of its kind in Europe.More info
The Aviation Finance Festival
Jun 17 - Jun 18, 2020
InterContinental Dublin, Ireland
Successfully navigating the aviation cycle
Trusted information for calculated decisions
Bespoke Ishka consultancy services
more
