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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

15-year-old aircraft values, DAE takes CALC's MAX orders, 767 and A321 cargo interest grows

This is the 107th in a series of supplements to Ishka’s ‘Transaction Economics’ service which delivers ‘the Ishka View’ on events that have a bearing on aircraft values, lease rates, and the market dynamics that matter, under today’s market environment. more

30/08/2023

in Aircraft values, Lease Rates & Returns , Lessors & Asset managers , OEMs, Cargo & Engines

Standard Chartered sells aircraft leasing arm and loan book to AviLease and Apollo

Riyadh-based aircraft lessor AviLease is set to buy the leasing arm of Standard Chartered in a $3.6 billion deal. more

29/08/2023

in Aircraft values, Lease Rates & Returns , Lessors & Asset managers , Aviation Banks and Lenders

Asset managers Q2 2023 update

Ishka's asset managers datasheet provides a summary of recent news, activity and metrics of aircraft asset managers in Q2 2023. more

23/08/2023

in Lessors & Asset managers

Lessor CEOs warn GTF inspections will tighten market, but downplay US slow-down fears

Ishka reviews some of the key market concerns raised by AerCap, Aircastle, Air Lease Corporation (ALC), and FTAI Aviation in their recent earnings calls, where CEOs remained bullish on long term market growth despite predicted macroeconomic drag factors along the way. more

16/08/2023

in Lessors & Asset managers , OEMs, Cargo & Engines

ALC Q2 2023: ALC sets aircraft sales ball rolling after hiatus

Air Lease Corporation (ALC) made a $45 million gain on sales in Q2 after trading eight aircraft – the highest number of aircraft sold in a quarter by the lessor since Q4 2019. more

09/08/2023

in Lessors & Asset managers

AerCap Q2 2023: Airlines ‘scramble’ for current technology aircraft

Operators continue to request lease extensions on current technology aircraft as they “scramble” to keep capacity in the air, AerCap CEO Aengus Kelly told the lessor’s recent Q2 earnings call on 31st July. more

03/08/2023

in Lessors & Asset managers

M&A: Voyager files for Chapter 11 after agreeing Azorra sale

Aircraft lessor Voyager Aviation Holdings (VAH) filed for voluntary Chapter 11 bankruptcy last week after signing a $743.5 million sale agreement for the bulk of its assets to rival leasing firm Azorra Aviation Holdings (Azorra). more

31/07/2023

in Lessors & Asset managers , Aviation Banks and Lenders

Lessor Bonds Q2 2023: Western firms return to bond market

Aircraft lessors tracked by Ishka issued $6.975 billion in unsecured capital markets debt in the second quarter of the year, the highest figure since Q4 2021. more

18/07/2023

in Lessors & Asset managers

New-build aircraft values, DHC launches fifth generation twin otter

This is the 104th ‘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

17/07/2023

in Aircraft values, Lease Rates & Returns , Lessors & Asset managers