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Ishka provides a guide to aircraft equity investors and their return expectations. more
03/09/2024
in Aircraft values, Lease Rates & Returns , Investor Briefings
In a guest Insight, Aldo Giovannitti from consultancy, Aernovum Aviation looks at pricing and opportunity presented by a class of alternative aircraft assets often overlooked by many investors – the training, special mission and subregional aircraft market. more
20/08/2024
in Aircraft values, Lease Rates & Returns , Investor Briefings
A year on, Ishka examines the legal takeaways from a heavily contested Chapter 11 bankruptcy restructuring used to prevent an attempted auction of leased Airbus A350s by a distressed debt investor at the expense of JOL investors and junior debt holders more
03/01/2023
Rising rates and swap costs may mean more aircraft sellers will need to lower prices for some of their lease-encumbered aircraft. more
07/07/2022
in Aircraft values, Lease Rates & Returns , Investor Briefings
Ishka examines airlines with both sustainable aviation fuel (SAF) offtake agreements and 2030 SAF use targets. more
17/06/2022
European transport ministers last week adopted a common position on the ReFuelEU Aviation legislation, closing in on a trailblazing EU sustainable aviation fuel (SAF) mandate. more
08/06/2022
As the industry embarks in a concerted effort to decarbonise, a spotty record of missed environmental pledges hampers its credibility – could investors be unsettled by potential regulatory backlash? more
03/06/2022
in Regulatory and Accounting , Investor Education
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As the industry embarks in a concerted effort to decarbonise, a spotty record of missed environmental pledges hampers its credibility – could investors be unsettled by potential regulatory backlash? more
03/06/2022
in ESG & Regulation , Investor Briefings , Regulation , Science & Roadmaps
Ishka Insights subscribers can now download past data sheets and associated datasets from one convenient place: the Insights Data Library. more
13/05/2022
The second edition of the Ishka View Extra: ESG and Sustainable Aviation examines developments during March, April, and early May. more
05/05/2022
In this third edition of Ishka’s ESG data sheet, Ishka examines the latest EU Taxonomy technical screening criteria (TSC) proposal for air transport including aircraft leasing, airlines, and manufacturers. more
13/04/2022
Ishka summarises some of the key takeaways from its first ESG-dedicated conference held last week in London, as well as ESG concerns by investors and lenders during the prior investor-focused event. more
06/04/2022
In a guest report, Niamh Tobin, a director at EY, explains when aircraft lessors may need to report aircraft impairments under IFRS and US GAAP. more
31/03/2022
High-level EU aviation stakeholders at a conference in Brussels this week shared that growing attention is being paid to the non-CO2 effects of aviation, which until now have taken a backseat in environmental policies for the sector. more
30/03/2022
From sustainable aviation fuel (SAF) prices to capacity developments, Ishka provides a summary of some of the points covered in its latest SAF webinar with Argus Media. more
29/03/2022
New propulsion technologies in development today could mean that SAF’s heyday is concentrated in a 15 to 30-year regulatory-driven window, new modelling by KPMG Ireland suggests. more
25/03/2022
New propulsion technologies in development today could mean that SAF’s heyday is concentrated in a 15 to 30-year regulatory-driven window, new modelling by KPMG Ireland suggests. more
25/03/2022
This is the first in a series of special supplements delivering ‘The Ishka View’ on aviation ‘Environmental, Social, Governance’ (ESG) and other sustainability developments. more
17/03/2022
In this second edition of Ishka’s ESG data sheet, we expand our coverage to include all publicly-announced airline or aircraft-related green and sustainability-linked financings to date. more
15/03/2022
Lessor returns could be squeezed in the short-term, confide sources if, as is widely expected, the US Federal Reserve increases interest rates later this month. more
03/03/2022
in Lessors and Lease Rates , Investor Education , Aircraft Finance Market
Ishka reviews two innovative sustainability-linked transactions by SocGen and Crianza Aviation, as well as the first sustainable aviation fund by Swedish asset manager Rockton. more
15/02/2022
Public SAF offtake deals tracked by ICAO last year amounted to around seven times the volumes signed off in preceding years combined. more
10/02/2022
This page contains a selection of Ishka Insights’ latest downloadable data sheets on airline restructuring, aircraft remarketing, unsecured lessor debt, airline bonds, sale/leaseback and ESG, among others. more
01/01/2022
Ishka’s first ESG data sheet provides an overview of green or sustainable aircraft finance to date. more
01/12/2021
The 2021 UN Climate Change Conference, also known as COP26, ended last week with climate pledges by nations for aviation falling short of assurances for other sectors. more
16/11/2021
in ESG & Regulation , Investor Briefings , Science & Roadmaps
The 2021 UN Climate Change Conference, also known as COP26, ended last week with climate pledges by nations for aviation falling short of assurances for other sectors. more
16/11/2021
Ed Hansom and JJ O’Toole from Sirius Aviation Capital provide an update to their Airline Default Study white paper to include defaults during 2019 and 2020. more
05/10/2021
German MRO Lufthansa Technik has been talking to potential customers about a new A330 cargo conversion solution that would cost a fraction of a regular P2F conversion. more
10/08/2021
The European Commission has recently opened an in-depth investigation into the proposed IAG – Air Europa merger, adding uncertainty to IAG’s latest consolidation bid. more
22/07/2021
Fit for 55 is the world’s most ambitious legislation proposal to reduce aviation emissions and could permeate aircraft fleet choices for years to come. Ishka examines its main proposals and industry reaction. more
20/07/2021
A slow resumption of international flights has meant some carriers have taken a step back from auxiliary freighters or preighters, but some ACMIs are finding a gap in this market. more
13/07/2021
in Aircraft Asset Profiles , Investor Education
The EU and US are making important inroads into legislation expected to encourage adoption of sustainable aviation fuel (SAF), fuel produced by non-fossil feedstocks which can be blended with conventional kerosene. more
06/07/2021
The draft of a much-awaited framework by the European Commission on sustainable investment for aviation is set to be shared in the next few months. The framework will be critical for informing 'green' aircraft investments. more
10/06/2021
in Regulatory and Accounting , Investor Education , Aircraft Finance Market
In this week’s On Watch report, Ishka provides updates on 30 airlines undergoing forms of bankruptcy proceedings and restructuring. more
09/11/2020
South Korean investors are likely to retain an interest in aircraft after the Covid-19 crisis, but changing market conditions could propel more diversification, according to financiers speaking at Ishka’s World Tour. more
02/11/2020
The Government of Malta has tabled in parliament an update to the country’s 2010 Aircraft Registration Act to make itself more appealing to lessors. more
08/10/2020
in Lessors and Lease Rates , Regulatory and Accounting , Investor Education
In this investor guide Ishka looks at aircraft storage options: how have storage providers adapted, the process of storing an aircraft and the cost and service considerations. more
10/09/2020
Airbus and Boeing had nearly 600 built but undelivered aircraft at the end of Q2 2020. This number is now likely to be higher, but the situation at Airbus appears to be improving. more
07/09/2020
in Investor Education , Modelling and Forecasting , Aircraft Finance Market
In a guest insight Kevin MacLeod, Vedder Price’s Head of the New York Capital Markets Group, examines some of the structural protections prevalent in recent aircraft ABS transactions. more
13/08/2020
Many German institutional investors are still hesitant about expanding into aviation equity investments, confirmed aviation asset managers at Ishka’s Investing in Aviation Finance Germany conference held in Munich last week. more
02/12/2019
Ishka reviews year-on-year changes to the outlooks of Airbus, Boeing and COMAC. more
11/10/2019
in Aircraft Asset Profiles , Investor Education , Modelling and Forecasting
Capt. Suren Ratwatte, the former CEO of SriLankan Airlines, offers advice for negotiating the lease of a new aircraft. more
21/08/2019
in Lessors and Lease Rates , Airline Profiles , Investor Education
Ishka reviews Boeing’s efforts to return the 737 MAX to service five months after its grounding. more
06/08/2019
SMBC Aviation Capital has launched a new closed-ended equity aviation fund of 17 Japanese institutional investors. more
30/07/2019
In this investor guide, Ishka looks at the growing commercial footprint of ancillary revenues and their relevance to airline credit risk. more
22/07/2019
This investor guide looks at one of the main paper-heavy touchpoints on the road to digitalisation: aircraft records. more
05/06/2019
In this investor guide Ishka highlights the risk of bankrupt airlines raiding leased aircraft for parts and leaving investors and lessors with a costly maintenance bill. more
25/04/2019
A small group of climate protesters targeted Heathrow Airport this weet. How seriously should aviation financiers take the threat of future demonstrations? more
23/04/2019
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