latest insights

Lessors forced to wait for MRO slots

A spike in MRO activity is forcing aircraft lessors to wait for availability to overhaul aircraft and engines. more


in Lessors and Lease Rates , Aviation financings , Aircraft Finance Market

Castlelake to acquire 23 aircraft for fifth ABS

Aircraft fund manager returns to the ABS market with CLAS 2018-1. more


in Lessors and Lease Rates , Aviation financings , Aircraft Finance Market

The Investor View: M&G Investments

Matthew O’Sullivan, Co-Head of ABS Credit Research at M&G investments discusses the aviation finance investment landscape. more


in Aviation financings , Investor Education

European aircraft deliveries update: Airbus and Boeing

In an update to a series of reports published in June 2017, Ishka provides a guide to planned aircraft deliveries for both Airbus and Boeing built aircraft destined for European carriers extending to the end of 2018. more


in Aviation financings , Ishka insights , Modelling and Forecasting

Alitalia – a test case for the modern ABS

Ishka studies the key features of the top three ABS exposed to Alitalia to understand their structural protections for investor protection. more


in Aviation financings , Ishka insights , Capital Markets

Bank finance in the Gulf: Liquidity up, pricing remains low

Airlines across the Middle East have around 165 aircraft orders scheduled for delivery between May and December 2017. Competition between banks, both established and regional, to finance these orders, has been fierce. more


in Ishka insights , Aircraft Finance Market , Aviation financings

Widebody evolution among public lessors

Ishka analyses the portfolio of the public lessors between 2011 and 2016 to understand the evolution of widebody aircraft in their fleets. more


in Aircraft Asset Profiles , Lessors and Lease Rates , Aviation financings , Ishka insights

AerCap: right size, not big size

AerCap’s latest results show a deterioration in certain credit metrics as the lessor continues to streamline its business. The Ishka view is that AerCap’s current robust operational metrics and stated strategic plans appear healthy and go some way towards mitigating concerns over the softening of the company’s credit parameters in the past nine months. more


in Lessors , Aviation financings , Lessor finances , Ishka insights , Aircraft financing and leases

H1 2016 AerCap review: Lessor targets $1bn of aircraft sales

AerCap posted another strong quarter in H1 2016. All its key financial metrics including operating margins, net profitability and liquidity remain robust as of June 2016. Ishka reviews the key highlights from AerCap's most recent results and earnings call. more


in Lessors , Ishka insights , Home , Aviation financings , Assets , Lessor finances , Secondary trading

Nigerian aviation crisis threatens regional hub status

While airlines the world over have benefitted from low fuel prices in recent years, the collapse of global oil prices since 2014 has led to soaring fuel costs, a dollar shortage, and a lack of foreign investment which has crippled several of Nigeria’s airlines and threatened the country’s status as the region’s main aviation hub. more


in Airlines , Home , Aviation financings

Will US Ex-Im be fully online at the end of the month?

The Export-Import Bank of the United States (US Ex-Im), could be free to approve guarantees over $10 million by the end of the month if Congress approves a stop-gap financing amendment. This will allow the bank to legally function with only two board members rather than a full quorum of five, or a working board of three. more


in Airlines , Lessors , Manufacturers , Home , Aviation financings , Assets , Lessor finances

Young operator analysis: Canadian Jetlines’ leasing plans

Canadian ultra-low cost carrier start-up Jetlines carrier needs to raise CAD50 million to launch its business. The carrier has attracted willing European equity but needs a government exemption on the current foreign ownership limits of 25% to 49%.The Ishka View is that there is a strong chance that the firm will receive the necessary exemption but there is a risk that further delays could spook the appetite of its foreign investors. more


in Airlines , Lessors , Ishka insights , Home , Aviation financings , Lessor finances

Stellwagen Capital’s new aviation fund explained

Ishka speaks with Howard Millar, CEO, Stellwagen Capital about the lending criteria of its new fund as it raises a $1 billion 10-year fund to offer secured aircraft loans to airlines and lessors. more


in Aviation financings , Ishka insights , Aircraft financing and leases

Ishka Conference Highlights 

Ishka’s Investing in Aviation Finance: Europe conference returned to London on April 11th-12th 2018.  Watch the highlights and hear what our delegates had to say about the event 

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