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MROs expect aircraft retirement ‘jump’ in 2020

After several years of reduced part-out activity, lessors and the MRO industry are preparing for a hike in the number of aircraft retirements in 2020. more

21/10/2019

in Aircraft Asset Profiles , Lessors and Lease Rates , Modelling and Forecasting

ACG sources Korean equity for second ABS

Aviation Capital Group (ACG) has priced a second ABS, the $477 million MACH 1 USA. more

16/10/2019

in Capital Markets , Modelling and Forecasting

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

Could the A220 become the third ‘liquid’ narrowbody?

A year after being acquired by Airbus the A220, née Bombardier CSeries, has racked up a series of new orders and a growing numbers of prospects. more

13/09/2019

in Aircraft Asset Profiles , Modelling and Forecasting

The unsustainably low level of aircraft retirements

Ishka examines the depressed level of aircraft retirements. more

30/08/2019

in Lessors and Lease Rates , Modelling and Forecasting

A321neo delivery delays worsening in 2019

Airbus A321neo delivery delays have worsened in 2019 despite the OEM’s efforts to ramp up production. more

20/08/2019

in Aircraft Asset Profiles , Modelling and Forecasting

Will an EU fuel tax push airlines towards new-tech aircraft?

With efforts to tax aviation fuel gaining traction across the EU, Ishka examines the impact that kerosene taxes could have on aircraft demand. more

04/07/2019

in Regulatory and Accounting , Modelling and Forecasting

Ishka’s predictions for the 2019 Paris Air Show

Ishka looks at what could be in store at the 2019 Paris Air Show: from major announcements from Airbus to PR damage mitigation at Boeing. more

10/06/2019

in Modelling and Forecasting

MAX grounding Q1 costs for top operators just tip of the iceberg

The Q1 results of top MAX operators covered less than three weeks of the grounding. Ishka believes Q2 results will reveal greater costs. more

07/06/2019

in Airline Profiles , Modelling and Forecasting

How are airlines coping with the MAX grounding?

Ishka examines the level of optimism hinted by other airline schedules, the impact of the immediate MAX order backlog on operators, and how large and small airlines exposed to the type are reacting. more

05/04/2019

in Airline Profiles , Modelling and Forecasting , Aircraft Finance Market

Don't underestimate the impact of IFRS 16 on airline balance sheets

In January a new accounting standard, IFRS 16, which puts operating leases on an airline’s balance sheet came into effect. Colin Sach, an aviation corporate finance adviser asks how the new accounting standard could impact airline fleet management. more

22/02/2019

in Regulatory and Accounting , Modelling and Forecasting , Aircraft Finance Market

Jet Airways’ difficulties signal tough year for Indian airlines

Indian airlines had a tough year in 2018. A mixture of capacity growth, rising costs and fierce competition has put pressure on yields and margins. more

13/02/2019

in Airline Profiles , Modelling and Forecasting

Will lessors and lenders stick to their New Year resolutions?

Aircraft lessors and financiers indicate a greater resolve in trying to preserve returns for 2019. more

29/01/2019

in Lessors and Lease Rates , Modelling and Forecasting , Aircraft Finance Market

So, how did we do? Ishka reviews its 2018 Vista forecast

Ishka assess whether its predictions for 2018 came to pass. more

18/01/2019

in Modelling and Forecasting

Future deliveries update: Asia

Ishka provides a guide to aircraft scheduled for delivery to airlines in Asia over the next 24 months from the five main manufacturers: Airbus, ATR, Boeing, Bombardier and Embraer. more

11/10/2018

in Modelling and Forecasting

Future deliveries update: The Americas

Ishka reviews the aircraft delivery schedule for the next two years for North, Central and South America. more

18/09/2018

in Modelling and Forecasting

Future deliveries update: Africa and Middle East

Ishka reviews the aircraft delivery schedule for the next two years for Africa and the Middle East. more

11/09/2018

in Aircraft Asset Profiles , Modelling and Forecasting

A380 KG investors eke out minimal returns

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

23/08/2018

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

Airlines maintain capacity discipline as traffic picks up in 2017

Ishka looks at the key themes impacting air passenger traffic during 2017. more

08/03/2018

in Modelling and Forecasting

European aircraft deliveries update: Airbus and Boeing

In an update to a series of reports published in June 2017, Ishka provides a guide to planned aircraft deliveries for both Airbus and Boeing built aircraft destined for European carriers extending to the end of 2018. more

14/11/2017

in Aviation financings , Modelling and Forecasting

Irma, Maria and Talim disrupt traffic growth in Q3 2017

Ishka looks at the key themes influencing air passenger traffic in calendar Q3 2017. more

10/11/2017

in Modelling and Forecasting

Untested: non U.S. EETCs in bankruptcy

Ishka takes a closer look at the creditor protections for Norwegian’s EETC. more

06/11/2017

in Regulatory and Accounting , Modelling and Forecasting , Aircraft Finance Market

Investor guide: Understanding aircraft depreciation

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

02/08/2017

in Investor Education , Modelling and Forecasting

Scope argues low fuel prices here to stay

Ishka examines a research piece from Scope Ratings arguing that oil prices are unlikely to exceed $60 a barrel in the short to medium term which will help to boost aviation credit quality. more

31/07/2017

in Modelling and Forecasting

Could investors be hit by 5,000 excess aircraft?

Ishka examines what might happen to the world’s stored fleet in a downturn. more

24/07/2017

in Modelling and Forecasting

Future financing forecast: Airbus and Boeing Asian carriers

In the fourth installment of a series of reports, Ishka provides an approximate guide to which carriers within Asia and Australasia are set to receive aircraft from both Boeing and Airbus over the next 18 months. more

04/07/2017

in Modelling and Forecasting , Aircraft Finance Market

Future financing forecast: Airbus and Boeing EMEA carriers

In the third part of a series of reports Ishka provides an approximate guide to which carriers in Europe, the Middle East and Africa are set to receive aircraft from both Boeing and Airbus over the next 18 months. more

23/06/2017

in Modelling and Forecasting

Future deliveries update: Airbus and Boeing Americas

In the second of a series of reports Ishka provides a rough guide to planned aircraft deliveries for both Airbus and Boeing for North and Latin American carriers over the next 18 months. more

20/06/2017

in Modelling and Forecasting

Future deliveries update: Bombardier and Embraer

As part of a new series of Insights Ishka provides a rough guide to the planned aircraft deliveries for both Bombardier and Embraer globally for the next 18 months. more

19/06/2017

in Modelling and Forecasting

What could a downturn mean for aircraft values?

In a guest Insight piece Goshawk’s Head of Strategy Konrad Blocher models an aviation downturn based on historical data to see how lease rates and aircraft values migh be impacted. more

13/06/2017

in Modelling and Forecasting

Capacity utilisation improves in Q1 2017 but will the trend continue?

Ishka examined the traffic and capacity growth trends during the first three months of 2017 and found that the year has started-off with a positive note. more

22/05/2017

in Modelling and Forecasting

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 Investor Education , Modelling and Forecasting

The rise of Asian low-cost carriers

Asian low cost carriers have doubled their fleet size between 2012 and 2017. Ishka examines one of the fastest growing airline segments. more

10/02/2017

in Modelling and Forecasting

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 Investor Education , Modelling and Forecasting

How will the US interest rate hike impact aviation?

Ishka examines how the recent rise in interest rates by the US Federal Reserve will impact both airlines and lessors. more

20/12/2016

in Modelling and Forecasting , Aircraft Finance Market

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 Capital Markets , Investor Education , Modelling and Forecasting , Aircraft Finance Market

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 Investor Education , Modelling and Forecasting , Aircraft Finance Market

Passenger traffic fails to catch up with capacity

The aviation industry continues to add capacity much faster than passenger demand. Apart from January and September, capacity rose by a higher percentage compared to traffic in every other month in 2016. The Ishka View is that the widening gap between capacity versus traffic growth suggests there is overcapacity which will have knock-on impact on airlines’ bottom-lines. more

12/12/2016

in Modelling and Forecasting

Investing in Aviation Finance Germany

26th November 2019
Ishka's 3rd German conference is moving to Munich for 2019 to connect the international community with German institutional Investors

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