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Investments in aviation finance – a return comparison

In a guest report asset manager and consultancy, AgFe, examines how aircraft equity returns compare to other real asset classes including airlines, REITs, shipping and the MSCI World Index. more

11/12/2018

in Investor Education

Anatomy of a deal: Korean pension fund buys into ANA B777 mezz debt

Detailed market intelligence on lease rates, loans, and asset values, from Ishka. more

10/12/2018

in Aircraft Asset Profiles , Lessors and Lease Rates , Investor Education , Aircraft Finance Market

Could aviation finance attract ESG investors?

Ishka examines whether aviation finance, a notoriously carbon-intensive industry, could meet ESG (environmental, social, governance) criteria and attract ethical investors. more

29/11/2018

in Regulatory and Accounting , Capital Markets , Investor Education , Home

German investors struggle to overcome USD hedging hurdles

Ishka panellists at the Ishka Frankfurt conference state rising hedging costs are keeping many German investors away from aviation. more

19/11/2018

in Investor Education , Aircraft Finance Market

A380 KG investors eke out minimal returns

As the first Airbus A380 is set to be scrapped, German KG retail investors have finally got more clarity on what their total returns may look like. more

23/08/2018

in Lessors and Lease Rates , Investor Education , Modelling and Forecasting

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

02/06/2018

in Aviation financings , Investor Education

Is my airline lessee in trouble? The early warning signs.

Ishka examines some of the signals that can indicate that an airline lessee could be running into difficulty. more

29/05/2018

in Investor Education

Case study: Lessors place Monarch aircraft

Ishka examines where the fleet of leased Monarch aircraft has gone, who is now operating them – and how long the process took. more

14/05/2018

in Lessors and Lease Rates , Investor Education

Is new equity here to stay?

Ishka reports from ISTAT’s Asia event in Singapore. more

11/05/2018

in Capital Markets , Investor Education , Aircraft Finance Market

Boeing and Airbus continue production ramp-up

Healthy year-end results put both plane makers in a strong position to increase production. more

20/02/2018

in Aircraft Asset Profiles , Ishka insights , Premium , Investor Education , Aircraft Finance Market

A380 KG investors face uncertain returns

Depleting liquidity reserves could force Dr Peters to sell parked A380 by March 2019. more

31/01/2018

in Aircraft Asset Profiles , Ishka insights , Investor Education

What could burst the aviation finance bubble?

Financiers and lessors expect capital flows to continue to be drawn to aviation finance for 2018. more

26/01/2018

in Ishka insights , Capital Markets , Investor Education , Aircraft Finance Market

Ishka Frankfurt conference: German investors persevere despite negative press

Despite concerns in the retail KG market German institutional investors are slowly expanding their aviation exposure. more

01/12/2017

in Ishka insights , Investor Education

Aviation Schuldschein gathers momentum

Aviation Schuldschein issuances begin to pick up in 2017, but still only account for a tiny fraction of the wider Schuldschein market. more

20/11/2017

in News , Ishka insights , Capital Markets , Premium , Investor Education , Aircraft Finance Market

Investor guide: Understanding aircraft depreciation

In a quick primer, Ishka presents an overview of one of the more complex debates currently taking place in aviation—economic life of aircraft, depreciation and residual value assumptions. more

02/08/2017

in Ishka insights , Investor Education , Modelling and Forecasting

Korean institutional investors continue aviation spree

South Korea continues to be an abundant source of capital for aviation assets with institutional investors leading the charge. Private aircraft funds in Korea increased fourfold between 2012 and 2016, with further growth expected this year. more

20/05/2017

in Aircraft Asset Profiles , Ishka insights , Investor Education

European aviation investors’ survey

Ishka polled more than 70 European investors to assess their views on aviation. more

21/04/2017

in Ishka insights , Investor Education

How to set up an aviation leasing platform in Ireland

Since the 1970s, Ireland emerged as the pre-eminent destination for international aircraft lessors. But how do investors go about setting up leasing platform in Ireland? more

17/04/2017

in Lessors and Lease Rates , Ishka insights , Investor Education , Aircraft Finance Market

European investors warm to aviation

Key takeaways from Ishka’s London April Aviation Investor Conference. more

09/04/2017

in Ishka insights , Capital Markets , Investor Education

The Investor View: Rogge Global Partners

Chandra Gopinathan, senior investment consultant at London-based fixed income specialist, Rogge Global Partners shares his views on some of the key issues facing European investors looking at aviation. more

01/03/2017

in Ishka insights , Investor Education

Will capacity growth outstrip air traffic?

Looking at recent air passenger traffic trends since 2013 Ishka examines how aircraft capacity appears to rising faster than passenger traffic. more

24/02/2017

in Ishka insights , Investor Education , Modelling and Forecasting

More firms seek to set up aviation debt funds

At least three non-bank institutions including an insurance firm are actively looking to create their own private aviation debt fund, according to Ishka research. more

21/02/2017

in Ishka insights , Regulatory and Accounting , Investor Education , Aircraft Finance Market

Low-cost carriers continue to favour the NEO

Ishka examines the order battle between Boeing’s MAX aircraft versus Airbus’s NEO aircraft among low cost carriers. more

19/02/2017

in Aircraft Asset Profiles , Ishka insights , Investor Education

2016 capital markets review: Investors embrace lessor deals

Ishka examines the various aviation finance capital market trends of 2016. more

14/02/2017

in Ishka insights , Capital Markets , Investor Education

Investor’s guide: Private lending in aircraft finance

Ishka explains the principle debt formats common to private aviation finance transactions. more

30/01/2017

in Ishka insights , Investor Education , Aircraft Finance Market

Can the low-cost long-haul model be profitable?

Low-cost airlines revolutionised the aviation industry in the last ten years, driving prices down and forcing incumbents to compete. Now carriers like Norwegian and Air Asia X have applied the same low-cost model to long-haul flights. The challenge now is to deliver sustainable profitability. more

26/01/2017

in Airline Profiles , Regulatory and Accounting , Investor Education , Aircraft Finance Market

Are twin-engine widebodies a good investment?

In this Insight, Ishka looks at the investment proposition offered by twin-engine, twin-aisle (widebody) aircraft. Ishka lists both the major concerns surrounding these assets as well as the six key drivers that make twin-engined widebody aircraft, potentially, an interesting proposition for investors. more

19/01/2017

in Aircraft Asset Profiles , Ishka insights , Investor Education

Scenario forecasting in the aviation industry

In this Insight, Ishka asks Ed Hansom, the chief risk officer at Seraph Aviation Management, how successfully investors can predict aviation downturns by examining macroeconomic factors such as changing fuel prices, world GDP or rising interest rates. more

10/01/2017

in Investor Education , Modelling and Forecasting

Will rising protectionism hurt the aviation industry?

Trade data since 2012 points towards a worrying decline in world trade flows which has coincided with an increasing level of protectionist measures worldwide. Ishka examines whether this trend could have a knock-on effect on global passenger traffic. more

09/01/2017

in Ishka insights , Investor Education , Modelling and Forecasting

Amaszonas Group invests $30mn in Uruguay subsidiary

Amaszonas Group of Bolivia will inject $30 million into its Uruguay subsidiary Amaszonas del Uruguay to enable it to better compete against Azul’s plan to open its first foreign operating base in Montevideo this year. Initial investment will be $18.4 million this year and additional $10.4 million in 2018 boosting the $20 million the Bolivian company already invested in the Uruguayan regional airline. more

09/01/2017

in Airline Profiles , Investor Education

Two named to join Aircastle

Aircastle Limited named Sin Jin Lim and Tom Gathercole to the company’s airline coverage team effective this month. They will be based in Singapore and Dublin, respectively. Lim has technical and marketing expertise and comes to Aircastle from previous posts at GECAS and Avolon while Gathercole joins from Avolon, where he was a lawyer and had significant commercial negotiation and transaction execution responsibilities throughout the Europe, Middle East and Africa region. more

09/01/2017

in Investor Education

Etihad’s Hogan may depart on failed airline investment strategy

Etihad’s loss-making strategy to invest in Air Berlin, Alitalia and Air Serbia as part of expanding its European presence may end up costing CEO James Hogan his job within the next three months, according to reports in the Arabian press. The move may be part of a restructuring for the carrier. more

22/12/2016

in Airline Profiles , Investor Education

Embraer names for CCO for commercial division

Arjan Meijer was named chief commercial officer of Embraer Commercial Aviation reporting directly to CEO John Slattery. He previously served as managing director of KLM’s UK engineering operation. more

22/12/2016

in Investor Education

UAC eyeing better revenue balance for company

United Aircraft Corp wants a better balance in revenues and expects to increase its commercial sales to 45% through 2035, up from 20% now. Currently, the Russian manufacturer will grow to only 4.5% of the civil market through 2025 and is targeting more independence from government subsidies as part of its 2025-2035 strategic plan as it works to maximize international civil sales. more

21/12/2016

in Aircraft Asset Profiles , Investor Education

Hawaiian’s A321neos delayed three months

A three-month delay in the delivery of its Airbus A321neos to Hawaiian Airlines was disclosed by Airbus, citing the production issues with Pratt & Whitney’s GTF engine. more

21/12/2016

in Airline Profiles , Investor Education

Island Air orders Q400s

Island Air, which cancelled an order for Q400s years ago, expects to take delivery in the coming months under lease from Elix Aviation Capital Limited. The Hawaiian carrier expects them to enter service in 2017. more

21/12/2016

in Investor Education , Aircraft Finance Market

United names three to finance posts

United Airlines named Julie Yates Stewart, formerly of Credit Suisse, as managing director investor relations, one of three to be named by the airline for new finance posts. The airline also established two new chief financial officer roles. As vice president and chief financial officer - commercial, Jonathan Ireland will work closely with the airline's commercial and IT teams to provide financial planning and analytical support. It also named Tom Doxey as CFO – operations. more

20/12/2016

in Airline Profiles , Investor Education

The Ishka View: Will 2017 be a hard or soft landing?

The aviation industry faces the prospect of a weaker 2017. Edward Pieniazek, head of advisory & analytics at Ishka, investigates and asks whether investors should brace themselves for a hard or soft landing next year. more

18/12/2016

in Ishka insights , Capital Markets , Investor Education , Modelling and Forecasting , Aircraft Finance Market

Closing the tax loop: BEPS and aviation

A project launched by the G20 and the OECD to improve international tax laws and prevent aggressive tax planning is set to impact aviation firms. Ishka examines how the Base Erosion and Profit Shifting (BEPS) project will affect airlines and lessors. more

14/12/2016

in Lessors and Lease Rates , Ishka insights , Regulatory and Accounting , Investor Education

Managing the next cycle

Aviation finance has already hit a cyclical peak according to an audience of financiers, airlines and lessors which met in London last week for Ishka’s inaugural conference. more

13/12/2016

in Ishka insights , Investor Education , Modelling and Forecasting , Aircraft Finance Market

Iran eying acquisition of SSJ from Russia

In the wake of the completion of a Boeing deal and on the eve of a similar completion of a deal with Airbus, Iranian officials said it is interested in acquiring The Sukhoi Superjet 100 and will open talks with Russian officials after the aircraft is officially introduced within the country this week. more

11/12/2016

in Investor Education

Bombardier schedules investor day this week

Bombardier will hold its annual investor day in New York City on Thursday, December 15 to discuss the company’s 2016 achievements, the progress of its turnaround plan as well as its objectives and guidance for 2017. The presentations will take place from 8:00 a.m. to 12:00 p.m. Eastern Time. more

11/12/2016

in Investor Education

A380 gets long term backing from Emirates, Rolls-Royce

While many in the industry have been making noises about the end of the Airbus A380, the obituary was written too soon, according to Emirates and Rolls-Royce which recently recommitted to the giant jet citing its ability to serve hot and high-load markets. The move puts to rest threats the order would be cancelled. The airline plans to take delivery of its first RR-powered aircraft on December 16 and continued to the scheduled end of deliveries in 2026. more

11/12/2016

in Aircraft Asset Profiles , Airline Profiles , Capital Markets , Investor Education

Airline profits fall short of IATA forecast

In June the International Air Transport Association (IATA) predicted global airlines would earn $39.4 billion but now suggests the industry will report $35.6 billion in profits for 2016. Still, that is a record for such a volatile and disparate industry. The organization forecast global airline profits will decline in 2017 to $29.8 billion. more

09/12/2016

in Airline Profiles , Capital Markets , Investor Education

Vietnam Airlines sets deal for lease of 20 A321neos

Twenty A321neo aircraft will join the Vietnam Airlines Corp. fleet in 2018 under lease from a number of companies including Air Lease Corp as part of a fleet upgrade and rationalization plan.   more

09/12/2016

in Lessors and Lease Rates , Airline Profiles , Investor Education

Bombardier, PAL ink Q400 deal

Philippine Airlines ordered five 86-seat, two-class Q400s as well as purchase rights for an additional seven aircraft. The order is the realization of an LOI announced in October. The order is valued at $165 million and, if the seven additional aircraft are exercised the value would rise to $401 million. more

09/12/2016

in Airline Profiles , Investor Education

JetBlue to webcast investor day

JetBlue Airways Corporation will webcast its investor day presentation on December 13, 2016 between 1pm and 4:30 pm ET. The webcast will be available on its investor relations site. more

09/12/2016

in Airline Profiles , Investor Education

Avianca continues strategic partnership analysis

As Avianca Holdings executives met on Wednesday, they continued to analyze the investment offers for a strategic alliance from United, Delta and Copa airlines but said they were not obliged to pursue any currently on the table.            more

08/12/2016

in Airline Profiles , Investor Education

Boeing 737 added to Trans Air Congo fleet

Trans Air Congo took delivery of its first Boeing 737-700, an aircraft formerly operated by Lucky Air in China. The aircraft joins a fleet of three 737-200s and four 737-300s. more

08/12/2016

in Investor Education



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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