Avolon’s new CEO, Andy Cronin, says lease rates for lessor orderbook Airbus A320neos and Boeing 737 MAXs have climbed 15% to 20% since their “trough” in the first half of 2021 to reach parity with pre-Covid rates. more
07/10/2022
Ishka understands that there has been investor interest in buying lessor claims against insurers for aircraft trapped in Russia, and Aeroflot has reportedly disassembled an Airbus A350. more
19/08/2022
in Other
The Covid-19 pandemic forced the grounding of thousands of aircraft, in many cases to never be operated again. Two years on from the beginning of global Covid-19 travel restrictions, Ishka takes a look at the currently parked fleet and assesses what proportion of these aircraft will return to revenue service. more
16/03/2022
Ishka reviews what impact inflationary pressures may have on aircraft investors and its relationship with four Ps: Planes, Pilots, Petrol, and basis Points. more
08/02/2022
The Omicron coronavirus variant could delay the recovery in air travel by at least three or four months and could lead to more airline restructurings, warn aviation veteran forecasters independent consultant Dick Forsberg and MUFG’s head of aviation research Bert Van Leeuwen. more
15/12/2021
in Modelling and Forecasting , Aircraft Finance Market
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In a guest white paper, FPG Amentum examines how much SAF (and how much money) it would take current-technology A320 and A330 operators to match the lower emissions of newer variants. more
19/10/2021
Ishka presents some key takeaways from the Ishka+ original session: Forecasting with a murky crystal ball. Find out why AerCap & GECAS was probably a one-off, when the industry expects more aircraft impairments, and why there are likely to be more ad-hoc aircraft auctions… All the content is still available on-demand. more
11/05/2021
Southwest Airlines CEO Gary Kelly said during an earnings call on 22nd April that new state aid under a hypothetical fourth extension to the Payroll Support Programme (PSP) would be “hard” to argue for. more
06/05/2021
Aviation consultant Michael Halaby and Ishka editor Dickon Harris examine how a lack of an applicable set of ESG standards for aviation is holding back the development of green financing for aviation. more
20/04/2021
in Regulatory and Accounting , Modelling and Forecasting , Aircraft Finance Market
Ishka summarises four key takeaways about what lies ahead for investors and lessors in 2021, from Ishka+ Original, Forecasting with a Murky Crystal Ball. more
10/02/2021
Ishka presents some of the key takeaways from the Ishka World Tour Conference. more
10/11/2020
in Lessors and Lease Rates , Modelling and Forecasting , Aircraft Finance Market
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
No airline is immune to the Covid-19 crisis, but some are more resilient than others. Low-cost carriers (LCCs) and operators in large domestic markets appear to be doing better. more
06/07/2020
in Airline Profiles , Modelling and Forecasting
The approval of the Lufthansa bailout package by shareholders this week dissipated fears that the airline could be forced into insolvency. more
26/06/2020
Beyond a few regional pockets of travel activity, international air travel remains stymied by health regulations and travel restrictions. more
23/06/2020
A growing number of airlines are trimming their fleets as they reconsider their capacity needs in the wake of the Covid-19 crisis. more
15/06/2020
in Aircraft Asset Profiles , Airline Profiles , Modelling and Forecasting
A €9 billion Lufthansa bailout makes Germany the second-largest provider of state aid to airlines as Chile and Colombia consider supporting bankrupt LATAM and Avianca. more
28/05/2020
The tally of confirmed bailouts grew by $1.34 billion from the previous week, but Germany edged closer to an agreement for a $9.7bn 'stabilisation package' for Lufthansa. more
21/05/2020
Commercial air traffic has begun a slow recovery, raising the question of which airlines and aircraft will be best positioned in the new environment. more
18/05/2020
in Aircraft Asset Profiles , Airline Profiles , Modelling and Forecasting
Ishka updates and expands last week’s summary of airline demands for state support and bailout offers by governments around the world. more
26/03/2020
in Airline Profiles , Modelling and Forecasting , Aircraft Finance Market
Is Covid-19 recovery in China, South Korea and Singapore translating into an air traffic revival? Not quite - only China’s domestic market for now. more
23/03/2020
The CEOs of five of the world’s largest aircraft lessors say they are ready to help airline customers weather the Covid-19 travel slump, but not unreservedly. more
06/03/2020
Ishka examines the changing landscape for air travel in North East Asia amid the Covid-19 health emergency. more
19/02/2020
Ishka’s head of advisory, Eddy Pieniazek and Dickon Harris explain how the grounding of the 737 MAX grounding, has disrupted aircraft delivery forecasts and aircraft lessors’ plans. more
14/02/2020
in Aircraft Asset Profiles , Modelling and Forecasting , Aircraft Finance Market
The following is an excerpt from Ishka’s VISTA 2020: our new forecast for the year ahead. more
29/12/2019
Ishka provides a guide to aircraft scheduled for delivery to airlines in Asia-Pacific over the next 24 months. more
20/12/2019
Boeing announced late on 16th December that it will temporarily suspend production of the 737 MAX beginning in January. more
17/12/2019
in Aircraft Asset Profiles , Modelling and Forecasting , Aircraft Finance Market , Market Move
Ishka provides a guide to aircraft scheduled for delivery to airlines in North America and Latin America over the next 24 months. more
11/12/2019
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
Aviation Capital Group (ACG) has priced a second ABS, the $477 million MACH 1 USA. more
16/10/2019
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
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
Ishka examines the depressed level of aircraft retirements. more
30/08/2019
Airbus A321neo delivery delays have worsened in 2019 despite the OEM’s efforts to ramp up production. more
20/08/2019
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
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
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
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
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
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
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
Ishka assess whether its predictions for 2018 came to pass. more
18/01/2019
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
Ishka reviews the aircraft delivery schedule for the next two years for North, Central and South America. more
18/09/2018
Ishka reviews the aircraft delivery schedule for the next two years for Africa and the Middle East. more
11/09/2018
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
Ishka looks at the key themes impacting air passenger traffic during 2017. more
08/03/2018
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
Ishka looks at the key themes influencing air passenger traffic in calendar Q3 2017. more
10/11/2017
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