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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

04/09/2017

in Lessor finances , Ishka insights , 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

10/05/2017

in Lessors and Lease Rates , Lessor finances , Ishka insights , Capital Markets

Lessors trim funding costs

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

02/05/2017

in Lessors and Lease Rates , Lessor finances , Ishka insights

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

25/04/2017

in Lessors and Lease Rates , Lessor finances , Ishka insights

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

18/04/2017

in Lessors and Lease Rates , Lessor finances , Ishka insights

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

13/03/2017

in Lessors and Lease Rates , Lessor finances , Ishka insights

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

23/11/2016

in Lessors , Lessor finances , Ishka insights , 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

11/11/2016

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

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

19/09/2016

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

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

08/07/2016

in Lessor news , Lessor finances , News , Ishka insights



The Aviation Investival: Korea

21th March, 2019

The only dedicated Korean aviation investor event returns to Seoul in March 2019 with some new twists and surprises.


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