European lessors warn up to 80% of lessees demanding rent holidays
Many European lessors are seeing up to 80% of their airline clients ask for rental holidays, according to leasing sources, as scores of carriers seek to preserve cash. more
03/04/2020
in Lessors and Lease Rates , Aviation financings , Aircraft Finance Market
Covid-19: Airline demands vs government support (2nd April)
Ishka estimates that governments are preparing or executing up to $77.9 billion in bailouts for airlines around the world. more
02/04/2020
Buyers cite EOD clauses to walk away from aircraft deals
Buyers are walking away from nearly completed sales of leased aircraft, explain lessors, as the fall-out of the Covid-19 crisis is causing several deals involving millions of dollars of leased aircraft and engines to fall apart. more
01/04/2020
US airlines bailout: What does the fine print say?
A $58 billion bailout for US airlines was signed into law by President Donald Trump on 27th March as part of the CARES Act. Ishka examines the provisions for state aid to US air carriers. more
30/03/2020
in Airline Profiles , Regulatory and Accounting , Aircraft Finance Market
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
Aviation banks retreat to top airlines and say margins have doubled
Aviation banks are still open for business, say financiers, but terms have changed and financing institutions are only supporting existing clients, and key airlines. more
25/03/2020
Viral Capital: Airlines, lessors draw down billions of debt in days
Airlines and lessors have rushed to the debt markets seeking liquidity as the coronavirus pandemic continues to wreak havoc on their revenue streams. more
24/03/2020
in Lessors and Lease Rates , Airline Profiles , 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
Lessor portfolio trades in limbo as Covid-19 crisis hits
Lessors indicate that the vast bulk of new aircraft lease placements with airlines have been stopped as carriers ground their fleets to minimise capacity as the Covid-19 pandemic unravels. more
20/03/2020
Covid-19: Airline demands vs government support
Ishka provides a summary of the demands by airlines for state assistance and the current levels of government support and bailouts on offer. more
19/03/2020
in Airline Profiles , Regulatory and Accounting , Aircraft Finance Market
GECAS CEO: Coronavirus could cause more lessor acquisitions
Greg Conlon sits down with Ishka to talk about his transition into the CEO role, Alec Burger’s new role as chairman, coronavirus and ABS. more
16/03/2020
European airlines including Norwegian to be hit hard by US travel ban
A US-imposed 30-day travel ban on passenger flights from European Schengen countries is due to worsen the prospects for around 30 European and North American carriers. more
12/03/2020
Q4 review: Aircastle sees improvement ahead of acquisition
Aircastle finished 2019 with a solid recovery from the impactful demise of two of its biggest lessees in preparation for its merger with affiliates of Marubeni and Mizuho Leasing. more
11/03/2020
ISTAT Austin: Are lessors too relaxed about coronavirus?
Ishka offers key takeaways from the ISTAT Americas 2020 conference in Austin. more
09/03/2020
Coronavirus: South Korean airlines take further financial hit
Airlines in South Korea with already debilitated financials are seeing their situation deteriorate due to the coronavirus outbreak. Ishka examines developments at Eastar Jet and Asiana. more
27/02/2020
EU to add aviation investments to green taxonomy
EU bodies are looking to add aviation to its upcoming green taxonomy, which regulates what debt and public equity investments can be marketed as sustainable to European investors. more
25/02/2020
in Regulatory and Accounting , Capital Markets , Aircraft Finance Market
CDB Aviation transitions its CEO
In an in-depth interview, newly-promoted CDB Aviation CEO Pat Hannigan tells Ishka how the aircraft lessor is on the hunt for both more talent and investment opportunities in 2020. more
20/02/2020
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
Widebody weakness: Is demand for big aircraft declining?
Ishka looks at capacity trends in the mid-haul and long-haul segments for the past 10 years to see whether widebodies are losing routes to smaller aircraft. more
07/02/2020
ATR makes the case for green aircraft financing
ATR is the first commercial aircraft OEM to have delivered an aircraft funded by a green loan. more
04/02/2020
How does coronavirus compare to SARS?
Ishka examines how today’s coronavirus compares to the 2003 SARS outbreak. more
04/02/2020
Impatient capital: Frustrated funds search for leased aircraft
In a follow up report on the state of the current aircraft leasing market, Ishka examines how aircraft funds are looking at opportunities in the aircraft leasing space. more
31/01/2020
Missing MAXs drive Super Sellers’ Market
Grounded 737 MAXs are likely to drive fewer portfolio sales of leased aircraft this year, predict aviation financiers, as aircraft lessors look set to hold onto more of their leased aircraft assets in order to maintain revenue. more
27/01/2020
Lufthansa makes a 2020 return to the JOLCO market
After closing JOLCOs for 19 aircraft last year, Lufthansa, a favoured airline credit among Japanese aircraft equity investors, is currently out in the market with its first JOLCO RFP in 2020. more
23/01/2020
Ishka reviews 2019’s start-up airlines
This Insight rounds up the newest arrivals to the aviation industry, specifically those airlines that either commenced operations or were founded in 2019. more
22/01/2020
On watch: Sriwijaya Air reeling from fleet groundings and state debts
Indonesian private carrier Sriwijaya Air is on a mission to bring around half of its fleet back into service after a dispute with former commercial partner Garuda Indonesia in the last quarter crippled its operations. more
20/01/2020
The dearly departed: the lost airlines of 2019
In this Insight Ishka summarises the airlines which have closed down during 2019. more
17/01/2020
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Ishka invites 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 2019. The awards will be handed out at Ishka’s Dublin conference on the 17th and 18th June 2020. more
14/01/2020
Airline bankruptcies compress A330 lease rates even further
An already saturated leasing market for mid-life Airbus A330s has taken a turn for the worse with the addition of 11 A330s from bankrupt airlines. more
10/01/2020
Airline bonds Q4 2019: $8.7bn raised to end $31.1bn year
Airlines around the world took advantage of low-interest rates to raise $8.7 billion through 48 unsecured bond issuances in Q4 2019. more
07/01/2020
Aviation investors' concerns for 2020
Ishka presents some of the hot topics we think will be debated by aviation institutional investors during 2020. more
02/01/2020
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
Airlines on watch: HKA aircraft impounded, Sriwijaya limps on
Ishka reviews recent updates on a range of airlines currently “On Watch” according to Ishka’s Airline Credit Profiles (ACP). more
19/12/2019
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
Airborne Capital prices debut ABS Tailwind 2019-1
Airborne Capital has priced a $637 million ABS, Tailwind 2019-1 (Tailwind) which will be used to acquire a portfolio of 17 aircraft. Airborne is the servicer for the deal. more
10/12/2019
Aircraft ABS: GECAS prices STARR 2019-2
GECAS has priced a $446.337 million ABS, STARR 2019-2 (START III) which will be used to acquire a portfolio of 20 narrowbody aircraft. The portfolio has an average age of 8.4 years and a weighted average remaining lease term of approximately 5.5 years. more
05/12/2019
German investors’ slow entry into aviation
Many German institutional investors are still hesitant about expanding into aviation equity investments, confirmed aviation asset managers at Ishka’s Investing in Aviation Finance Germany conference held in Munich last week. more
02/12/2019
AerCap Q3 2019 results dampened by OEM delays
AerCap reported a strong quarterly profit in Q3 2019, but saw fleet and revenue growth dampened by delivery delays of new aircraft. more
20/11/2019
Marubeni and Mizuho team to acquire Aircastle
Ending months of rumours, Aircastle looks set to be acquired by a Japanese consortium. Ishka examines the merger proposal for the US aircraft lessor. more
19/11/2019
TrueNoord’s Tieleman: Asset diversification, new types in ‘our wish list’
TrueNoord CEO Anne-Bart Tieleman speaks to Ishka on the regional aircraft lessor's reincarnation into a bigger entity and its strategy for fleet growth. more
13/11/2019
BBAM dispenses with anchor investor for HORIZON III ABS
US aircraft lessor BBAM has priced a $440-million ABS, Horizon III (HORZN 2019-2), which will be used to acquire a portfolio of 18 aircraft. more
07/11/2019
Making sense of IndiGo’s 730 aircraft order
Indian low-cost carrier (LCC) IndiGo increased its total Airbus A320neo family orders to a whopping 730 aircraft to date with an additional order for 300 jets. more
06/11/2019
ALC drops GAPS/CAPS for TBOLT III
Californian aircraft lessor Air Lease Corporation (ALC) has priced a $437-million ABS, TBOLT 2019-1, which will be used to acquire 19 aircraft. more
05/11/2019
Fund watch: Sky Leasing, Avenue Capital fundraise as CataCap buys AerFin
AerFin finds a new majority shareholder, while Sky Leasing and Avenue Capital are reportedly targeting $1 billion in funds each. more
01/11/2019
Airlines on watch: Norwegian agrees Chinese JV, Thomas Cook’s subsidiary finds buyers
Ishka reviews recent updates on a range of airlines currently “On Watch” according to Ishka’s Airline Credit Profiles (ACP). more
31/10/2019
Stellwagen prices Raptor 2019-1
Seraph, an asset manager and part of the Stellwagen Group, has priced a $726 million ABS, Raptor 2019-1, which will acquire 19 aircraft split between three widebodies and 16 narrowbodies. more
30/10/2019
Wizz Air on JOLs, JOLCOs and sale-leasebacks
Ishka speaks with Wizz Air chief supply chain officer Andras Sebok on the low-cost’s fleet growth targets, aircraft financing preferences and its recent JOLCO predilection. more
29/10/2019
NY Investival takeaways: Will OEMs limit their love for lessors?
Ishka summarises some of the key topics raised at its New York Investival last week. more
25/10/2019
Boeing sticks to Q4 MAX return as commercial division bleeds $3.8bn
Boeing booked a further $872 million of costs to the 737 programme in Q3, on top of the $8.3 billion loss in Q2. more
24/10/2019
NY Investival: Investors prep for Autumn ABS rush
Despite airline bankruptcies, there appears to be plenty of investor confidence in the aircraft ABS market. more
18/10/2019
Investing in Aviation Finance: Japan
Sep 3, 2020
Tokyo, Japan
Reconnect with the market when Ishka returns to Tokyo this September.More info
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