Debt-driven holiday firm Thomas Cook eyes sale of airline group
Following a share slump and rising debt last year Thomas Cook has announced a potential sale of its four subsidiary airlines. Ishka examines Thomas Cook’s leased fleet and lessor exposure. more
15/02/2019
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 JOLCO tax reforms impose higher costs for overseas lenders?
JOL/JOLCO lessors, offshore lenders and equity investors alike could be hit by upcoming Japanese tax reforms. more
11/02/2019
Germania bankruptcy: What’s next for lessors?
A new conundrum emerged in the aircraft leasing market last week: Germania. The Berlin-based leisure airline filed for bankruptcy on February 4 after 32 years in operation. more
08/02/2019
in Aircraft Asset Profiles , Lessors and Lease Rates , Airline Profiles
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
in Aviation financings , Ishka insights , 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
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 Ishka insights , 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
in Ishka insights , 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
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
in Ishka insights , 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
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
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
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
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
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 Ishka insights , 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
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
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 Ishka insights , 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 Ishka insights , 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 Ishka insights , 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 Ishka insights , 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
The Aviation Investival Korea
Mar 21, 2019
FKI Tower 24, Korea
The only dedicated Korean aviation investor event returns to Seoul in March 2019 with some new twists and surprises.More info
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