Ishka insights: indispensable aviation data, analysis and opinion
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Briefing: How rising rates and swap costs are impacting aircraft sellers

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

ESG data sheet: SAF offtakes vs airline 2030 commitments

Ishka examines airlines with both sustainable aviation fuel (SAF) offtake agreements and 2030 SAF use targets. more

17/06/2022

in Airline trends & analysis , Investor Briefings

Briefing: EU ministers green-light trailblazing SAF mandate

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

in Investor Education

Is aviation tempting regulatory fate with missed environmental pledges?

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

Introducing the Insights Data Library with one-stop data sheets and datasets

Ishka Insights subscribers can now download past data sheets and associated datasets from one convenient place: the Insights Data Library. more

13/05/2022

in Investor Education , Aircraft Finance Market

ESG Extra: UK makes strides in aviation decarbonisation plans

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 Investor Education , Aircraft Finance Market

Ishka's guide to the EU Taxonomy proposal for aircraft leasing

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

in Investor Education

Ishka ESG: Investors ring warning bells for aviation, SAF takes centre stage

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 Investor Education , Aircraft Finance Market

An investor’s guide to aircraft impairments: IFRS vs. US GAAP

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

in Investor Education

Why the non-CO2 effects of aviation are now under the EU microscope

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

in Investor Education , Aircraft Finance Market

SAF update: Ukraine crisis causes price spike, maintaining jet fuel spread

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

in Investor Education , Aircraft Finance Market

KPMG forecasts 15 to 30-year SAF ‘heyday’ window

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

in Regulatory and Accounting , Investor Education

ESG Extra: Hydrogen goes full steam in February

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 Investor Education , Aircraft Finance Market

ESG data sheet: Green and sustainable finance for airlines and aircraft

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

in Investor Education , Aircraft Finance Market

Lease rate ‘lag’ caused by rising rates likely to squeeze lessor returns

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

Aviation sustainable finance firsts: A fund, a secured loan, and an operating lease

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

in Investor Education , Aircraft Finance Market

Airline offtake deals skew SAF market towards opacity

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

in Investor Education , Aircraft Finance Market

Ishka Data Library: Latest data sheets on aviation finance

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

in Investor Education , Aircraft Finance Market

ESG data sheet: Green financing for aircraft

Ishka’s first ESG data sheet provides an overview of green or sustainable aircraft finance to date. more

01/12/2021

in Investor Education , Aircraft Finance Market

COP26 leaves vague aviation targets and VIP flight shaming

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 Regulatory and Accounting , Investor Education

White paper: Lessons from airline defaults after 2020

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

in Airline Profiles , Investor Education

Exclusive: Lufthansa Technik touts new cheaper A330 cargo conversion solution

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

in Aircraft Asset Profiles , Investor Education

Airline Credit Profile: What is at stake in Air Europa's pending IAG takeover?

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

in Airline Profiles , Investor Education

Airlines react to EU’s new ambitious green deal measures

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

in Investor Education , Aircraft Finance Market

Briefing: How long will the preighter boom continue?

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

Briefing: The EU and US prep targets for sustainable aviation fuel (SAF)

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

in Regulatory and Accounting , Investor Education

Will the new EU Taxonomy for green aviation address lessors’ concerns?

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

On Watch: Thai to sell 34 aircraft, court accepts Nok Air rehabilitation

In this week’s On Watch report, Ishka provides updates on 30 airlines undergoing forms of bankruptcy proceedings and restructuring. more

09/11/2020

in Airline Profiles , Investor Education

Ishka World Tour: Could Covid-19 change Korean investor appetite?

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

in Investor Education , Aircraft Finance Market

Malta leverages regulatory changes to attract aircraft lessors

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

Investor guide: Aircraft storage in the age of Covid-19

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

in Aircraft Asset Profiles , Investor Education

Airbus undelivered aircraft glut shows signs of easing

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

How do Aircraft ABS structures perform if cash flows are reduced due to Covid-19?

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

in Capital Markets , Investor Education , Market Move

German investors’ slow entry into aviation

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

in Investor Education , Aircraft Finance Market

Aircraft OEM 20-year outlooks: How do they differ?

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

An airline CEO’s perspective: How to survive the lessor’s pitch

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’s take on Boeing’s MAX crisis five months on

Ishka reviews Boeing’s efforts to return the 737 MAX to service five months after its grounding. more

06/08/2019

in Aircraft Asset Profiles , Investor Education

Fund watch: SMBC AC fund picks up investors, Investec loses aviation head

SMBC Aviation Capital has launched a new closed-ended equity aviation fund of 17 Japanese institutional investors. more

30/07/2019

in Investor Education , Aircraft Finance Market

Investor Guide: Ancillary revenues and airline credit risk

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

in Airline Profiles , Investor Education

Investor Guide: Digitalisation and the end of paper aircraft records

This investor guide looks at one of the main paper-heavy touchpoints on the road to digitalisation: aircraft records. more

05/06/2019

in Lessors and Lease Rates , Investor Education

Investor guide: Cannibal airlines and Christmas trees

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

in Aircraft Asset Profiles , Investor Education

Climate change protesters turn to aviation

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

in Regulatory and Accounting , Investor Education

Ishka Investival Asia: JOL/JOLCO appetite buoyant but tax reforms spook foreign banks

Japan remained a centrepiece of discussion at Ishka’s Investival Asia in Hong Kong, with participants confident about aviation's continued appeal for Japanese investors, but uncertain about where recent tax reforms leave non-Japanese banks. more

29/03/2019

in Capital Markets , Aircraft Finance Market , Investor Education

More bad news for DR Peters’ A380s

Air France will return five A380s to the German asset manager at the end of their leases. more

20/12/2018

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

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

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

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