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Ishka 2024 Deals of the Year Award submissions now open!

Ishka is now accepting submissions for its Deal of the Year Awards. The Ishka Deal of the Year Awards celebrate the best-closed aircraft financings of 2024. more

06/12/2024

in Capital Markets , Other , Aviation Banks and Lenders

GA Telesis Chief: ‘We are not flipping the Spirit aircraft’

Marc Cho and Abdol Moabery speak with Ishka about what the Spirit trade means for GA Telesis’ long-term leasing ambitions, and why there is a ceiling on engine LLP escalation. more

03/12/2024

in Lessors & Asset managers , Other

Lessors look to Embraer SLBs, Spanish infra fund books first aviation deal

More aircraft lessors are competing for Embraer aircraft in the sale/leaseback market, according to numerous industry sources. The trend shows that Embraer’s E1 and E2 assets appear to be broadening their appeal beyond a fairly small group of regional jet lessors.Ishka reports on a new Spanish infra fund entering into aviation more

02/12/2024

in Lessors & Asset managers , Other

Doric sells A380s to Emirates, Air Baltic tops up A220 order, Aussie start-up Koala Airlines in Max talks

Ishka's Transaction Update is a report series looking at essential trends, recent deal flow, and key announcements within aviation and aircraft leasing... more

09/09/2024

in Lessors & Asset managers , Other

Aeroflot to settle with aircraft lessors, Fed official signals rate cut

Ishka examines how Aeroflot's plan to agree insurance settlements could impact ongoing litigation from aircraft lessors. more

06/09/2024

in Lessors & Asset managers , Airline trends & analysis , Other

Airlines reassess post-pandemic future, the rise in cargo demand

Welcome to Ishka's Transaction Update, a report series looking at essential trends, recent deal flow and key announcements within aviation and aircraft leasing. more

02/09/2024

in Aircraft values, Lease Rates & Returns , Other

SLB returns: The rise of A320neo unlevered returns

Ishka reviews Q2 2024 SLB pricing trends for new tech single-aisle aircraft to examine net present values (NPVs), and unlevered returns (IRRs). more

15/07/2024

in Aircraft values, Lease Rates & Returns , Other

Aircraft lessors ‘severely underinsured’ for cyber crime

Many lessors are either “severely underinsured” or “simply not insured” for cyber crime according to London headquartered insurance broker, Consilium. more

05/07/2024

in Other

Kahala rebrands as K2 as it looks to ‘scale', Griffin ups revolver

Aircraft lessor Kahala Aviation Group has rebranded as K2 Aviation and tells Ishka it is looking at mid to end-of-life commercial aircraft portfolios as its equity wants to “scale" its aircraft investments. Ishka speaks with the firm’s new managing partner Karl Ryan on what K2 is now targeting. more

12/06/2024

in Lessors & Asset managers , Other

Deutsche Bank poised to announce NordLB portfolio acquisition

Deutsche Bank is due to announce the acquisition of a portfolio of secured aircraft loans from fellow German lender NordLB, according to multiple aviation finance sources. more

03/06/2024

in Other , Aviation Banks and Lenders

Aircraft lessors go to Dublin court over Russian contingent insurance claims

Aircraft lessors are gearing up for a key court hearing with their insurers in Dublin this June, under claims based on their contingent insurance policies for aircraft trapped in Russia. more

24/04/2024

in Lessors & Asset managers , Other

Impatient capital: US PE firms axe senior leasing execs

Three PE-owned leasing firms have made senior leadership changes, including the loss of two CEOs, one CFO and at least three other leasing executives, all in the last few months. Ishka examines why. more

16/04/2024

in Other

SMBC Aviation Capital CEO: 'More Boeing woes could cause lease rates to rise further'

SMBC Aviation Capital CEO Peter Barrett talks to Ishka about rising lease rates, how a weak Japanese Yen is impacting aircraft leasing and the difficulties of M&A in the aircraft leasing space. more

27/03/2024

in Aircraft values, Lease Rates & Returns , Lessors & Asset managers , Other

Ishka London: US PE explores aviation opportunities, but European investors hesitant to boost allocations

Multiple sources have confirmed that there has been an uptick of interest from private equity (PE) investors for aircraft opportunities in 2024 – a stark contrast to last year which was noticeably difficult for new fundraises, particularly in aviation. more

21/03/2024

in Aircraft values, Lease Rates & Returns , Lessors & Asset managers , Other

How FX issues are impacting Japanese aircraft investors, Falko closes NAC trade

Aircraft asset managers confide that currency movements are starting to impact Japanese investor appetite and behaviour when it comes to aircraft investments. Separately Ishka examines UK lessor Falko Regional Aircraft recent acquisition of 24 regional jets. more

18/03/2024

in Aircraft values, Lease Rates & Returns , Lessors & Asset managers , Other

GARI 2.0: Under the hood of WFW’s aircraft repossession and deregistration risk tool

Ishka examines Watson Farley & Williams' relaunched, and expanded, Global Aviation Resource Index (GARI), an online tool which covers repossession and deregistration rights in over 100 jurisdictions. more

12/03/2024

in Other

Ishka announces 2023 Deal of the Year Award Winners

Ishka presents the full list of its 2023 Deal of the Year Award winners. more

11/03/2024

in Other

Q1 2024 Aircraft Trades: Lessors confirm more competition for older aircraft

Aircraft traders share that there has been more interest in older aircraft as lessors release more portfolios into the market. more

29/02/2024

in Lessors & Asset managers , Other

Aircraft Buyers List January 24: Which aircraft are lessors targeting?

This is the 7th edition of Ishka’s aircraft buyers list, where Ishka summarises a list of potential and active buyers of leased aircraft on the secondary market. Ishka recorded seven new aircraft trades and added three new firms to the list since the last update on December 6th 2024. more

23/01/2024

in Lessors & Asset managers , Other

Trading heats up for aircraft buyers

Ishka notes an increase in aircraft trading activity last year with 31 of the 34 leasing firms monitored by Ishka in its Aircraft Buyers Database managing to acquire at least one aircraft via the intra-lessor market in 2023. more

16/01/2024

in Lessors & Asset managers , Other

Ishka extends 2023 Ishka Deals of the Year Award submissions

After several requests for extensions, Ishka has pushed back the deadline for 2023 deal of the year submissions till the 26th of January. more

10/01/2024

in Aircraft values, Lease Rates & Returns , Other , Aviation Banks and Lenders

All the best for 2024 from the Ishka team!

Ishka is taking a short break over the Christmas and New Year holiday period. We want to thank all our readers for their continued help and engagement with Ishka Insights. Your normal Insights service will resume in January. more

21/12/2023

in Other

Aircraft sellers gather first round bids

Aircraft lessors are understood to have submitted first-round bids for several aircraft portfolios currently in the market as many sellers look to shortlist buyers in January. more

14/12/2023

in Lessors & Asset managers , Other

Aircraft Buyers List December 23: Which aircraft are lessors targeting?

This is the 7th edition of Ishka’s aircraft buyers list, where Ishka summarises a list of potential and active buyers of leased aircraft on the secondary market. Ishka recorded seven new aircraft trades and added three new firms to the list since the last update on September 20th 2023. more

06/12/2023

in Lessors & Asset managers , Other

Why more aircraft lessors are looking into engine leasing

More aircraft lessors are exploring the spare engine leasing market on the back of rising engine prices and lease rates due to MRO delays and parts shortages.  more

09/06/2023

in Lessors & Asset managers , Other

Airlines ask for JOLCO financing in recently issued RFPs

Ishka understands multiple airlines with RFPs out in the market are actively exploring Japanese Operating Lease with Call Option (JOLCO) financing for upcoming aircraft deliveries. more

30/03/2023

in Other

JOLCO market rebounds as Yen stabilises against the Dollar

JOLCO investor appetite appears to have rebounded from the lows of the last few months of 2022, thanks, in part, to the strengthening of the Japanese Yen (JPY) against the US Dollar (USD). more

21/03/2023

in Other

A reminder for Ishka 2022 Deals of the Year Award submissions

A reminder that the submissions deadline for Ishka Deal of the Year Awards submissions is less than two weeks away on the 10th February 2023. more

27/01/2023

in Other

Briefing: Lessons from JP Lease’s A350 JOL Ch. 11 restructuring

A year on, Ishka examines the legal takeaways from a heavily contested Chapter 11 bankruptcy restructuring used to prevent an attempted auction of leased Airbus A350s by a distressed debt investor at the expense of JOL investors and junior debt holders more

03/01/2023

in Investor Briefings , Other , Aviation Banks and Lenders

All the best for 2023 from the Ishka team!

Ishka is taking a short break over the Christmas and New Year holiday period. We want to thank all our readers for their continued help and engagement with Ishka Insights. Your normal Insights service will resume in January. more

21/12/2022

in Other

Ishka invites 2022 Deals of the Year Award submissions

Ishka is now accepting submissions for its Deal of the Year Awards. The Ishka Deal of the Year Awards celebrate the best closed aircraft financings of 2022. more

01/12/2022

in Aircraft values, Lease Rates & Returns , Other

New Avolon CEO: Orderbook narrowbody lease rates up 15%-20% from Covid lows

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

in Lessors & Asset managers , Other

Investors interested in Russia leasing insurance claims, Aeroflot parts out A350

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

Wheels on the ground: The stored aircraft facing up to reality

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

in Modelling and Forecasting

Inflationary pressures: A short or long-haul passenger?

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

in Capital Markets , Modelling and Forecasting

Omicron set to disrupt aviation recovery by at least 3 or 4 months

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

White paper: How much SAF would an A320 need to match an A320neo’s emissions?

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

in Technical Expertise , Modelling and Forecasting

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

in Modelling and Forecasting , Aircraft Finance Market

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

in Airline Profiles , Modelling and Forecasting

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

in Modelling and Forecasting , Aircraft Finance Market

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

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

in Airline Profiles , Modelling and Forecasting

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

in Airline Profiles , Modelling and Forecasting

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