Ishka Insights: indispensable analysis and opinion

Fly Leasing’s big Asian bet

Ishka examines Fly Leasing’s Q3 results. more


in Lessors and Lease Rates , Lessor finances

Airlines charge lessors more for novations

As the world’s fleet increases, airlines are forced to spend time doing novations as lessors trade their aircraft. Ishka examines some of the challenges lessors and airlines face with novations. more


in Lessor finances , Regulatory and Accounting , Technical Expertise

Lessors go unsecured

The major public lessors have reorganised their debt structure with unsecured notes now making up the bulk of their financing. more


in Lessors and Lease Rates , Lessor finances , Capital Markets

Lessors trim funding costs

Ishka examines how the borrowing costs have gone down steadily for most non-Chinese lessors. more


in Lessors and Lease Rates , Lessor finances

ALC full year results: where is Wally?

ALC posts another strong set of results for 2016 offering no clues to observers searching for signs of the cycle turning. more


in Lessors and Lease Rates , Lessor finances

Lessors report higher write-downs for 2016

Ishka looks at lessors’ impairment charges during 2016 and assesses whether they increased or decreased relative to 2015. more


in Lessors and Lease Rates , Lessor finances

Lessors continue to generate stable ROIC

Ishka looks at the return on invested capital (ROIC) generated by the four major listed lessors and analyses how things have evolved during the last six years. more


in Lessors and Lease Rates , Lessor finances

How do lessors differ from their leasing sidecars?

Several aircraft lessors have smaller leasing joint ventures in which they share equity with other investors. Ishka’s analysis reveals that these lessor sidecars tend to be manifestly distinct to their leasing company parent(s) - often containing much younger assets and adopting a different trading strategy. more


in Lessors , Lessor finances , Aircraft financing and leases

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 , Aircraft financing and leases

China’s growing leasing ambitions

Ishka provides a summary of the major Chinese players in the aircraft leasing sector – old and new – and anticipates what the future may hold once the dust has settled. more


in Lessor news , Lessor finances

Transaction Economics

Transaction Economics – Aircraft Values and Trading Data

Get real pricing and deals data and dynamic, independent aircraft values from Ishka’s trusted team

Ishka Advisory – Airline Restructuring

We have provided high-level support in business restructuring as well as deep dive analysis on airlines since 1990.

Ishka Insights

Get beyond the headlines with data-driven analysis and the respected Ishka View with Ishka’s daily Insights service