Why mid-teen returns are 'unrealistic' for new aircraft equity investors
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 says it may not need fourth PSP as it nears breakeven
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
Briefing: The future of green financing for aviation
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
Forecast: Lessors could be stung by another ‘lost’ summer peak season
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 World Tour takeaways
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 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
Top 100 airlines: LCCs and large domestic carriers fare better in crisis
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
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Covid-19 bailouts: Lufthansa AGM approves aid, KLM rescue unveiled
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
EU ‘reopening’ leads tepid international travel reactivation
Beyond a few regional pockets of travel activity, international air travel remains stymied by health regulations and travel restrictions. more
23/06/2020
Airline fleet phase-outs affect up to half of 767s and A340s
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
Covid-19 bailouts: Lufthansa gets aid, Latin America rethinks support
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
Covid-19 bailouts: Lufthansa in ‘advanced talks’ for bailout (21st May)
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
Domestic resilience: Which airlines and aircraft stand to benefit?
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
Covid-19: Airline demands vs government support (26th March)
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
Covid-19: China domestic recovery only green shoot in Asia-Pacific
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
ISTAT Lessor CEOs: Covid rent deferrals “does not mean blank cheques”
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
Bailout rumours as coronavirus halves North East Asia capacity
Ishka examines the changing landscape for air travel in North East Asia amid the Covid-19 health emergency. more
19/02/2020
Forecast: 1,001 missing 737 MAXs by year end 2022
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
How the 737 MAX grounding has helped rationalise capacity
The following is an excerpt from Ishka’s VISTA 2020: our new forecast for the year ahead. more
29/12/2019
Future deliveries update: Asia-Pacific
Ishka provides a guide to aircraft scheduled for delivery to airlines in Asia-Pacific over the next 24 months. more
20/12/2019
737 MAX production halted: what are the effects?
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
Future deliveries update: North America and Latin America
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
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
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
The unsustainably low level of aircraft retirements
Ishka examines the depressed level of aircraft retirements. more
30/08/2019
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
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
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
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
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
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
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
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
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
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
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
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
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
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 more complex debates currently taking place in aviation—economic life of aircraft, depreciation and residual value assumptions. more
02/08/2017
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
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
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
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
Ishka+
Feb 1 - Dec 31, 2021
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