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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

in Airline Profiles , Aircraft Finance Market

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

in Lessors and Lease Rates , Aircraft Finance Market

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

in Aircraft Asset Profiles , Aircraft Finance Market

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

in Modelling and Forecasting , Aircraft Finance Market

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

in Lessors and Lease Rates , Aircraft Finance Market

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

in Lessors and Lease Rates , Aircraft Finance Market

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

in Airline Profiles , Aircraft Finance Market

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

in Lessors and Lease Rates , Aircraft Finance Market

ISTAT Austin: Are lessors too relaxed about coronavirus?

Ishka offers key takeaways from the ISTAT Americas 2020 conference in Austin. more

09/03/2020

in Lessors and Lease Rates , Aircraft Finance Market

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

in Airline Profiles , Aircraft Finance Market

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

in Lessors and Lease Rates , Aircraft Finance Market

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

in Aircraft Asset Profiles , Aircraft Finance Market

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

in Aircraft Asset Profiles , Aircraft Finance Market

How does coronavirus compare to SARS?

Ishka examines how today’s coronavirus compares to the 2003 SARS outbreak. more

04/02/2020

in Aircraft Finance Market

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

in Lessors and Lease Rates , Aircraft Finance Market

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

in Aircraft Finance Market

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

in Airline Profiles , Aircraft Finance Market

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

in Aircraft Asset Profiles , Aircraft Finance Market

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

in Airline Profiles , Aircraft Finance Market

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

in Aircraft Finance Market

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

in Capital Markets , Aircraft Finance Market

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

in Aircraft Asset Profiles , Aircraft Finance Market

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

in Airline Profiles , Aircraft Finance Market

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

in Lessors and Lease Rates , Aircraft Finance Market

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

in Modelling and Forecasting , Aircraft Finance Market

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

in Airline Profiles , Aircraft Finance Market

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

in Capital Markets , Aircraft Finance Market

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

in Capital Markets , Aircraft Finance Market

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

in Investor Education , Aircraft Finance Market

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

in Lessors and Lease Rates , Aircraft Finance Market

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

in Aircraft Finance Market

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

in Lessors and Lease Rates , Aircraft Finance Market

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

in Lessors and Lease Rates , Aircraft Finance Market

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

in Airline Profiles , Aircraft Finance Market

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

in Capital Markets , Aircraft Finance Market

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

in Aircraft Finance Market

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

in Airline Profiles , Aircraft Finance Market

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

in Capital Markets , Aircraft Finance Market

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

in Airline Profiles , Aircraft Finance Market

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

in Capital Markets , Aircraft Finance Market

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

in Aircraft Asset Profiles , Aircraft Finance Market

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

in Capital Markets , Aircraft Finance Market

Investing in Aviation Finance & Infrastructure: Europe

Stay connected with 5 free Ishka London Digital webcasts with key event speakers. Broadcast at 11am BST (GMT +1) every Wednesday in April

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