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
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
NAC's Martin Moller: Regional leasing space ‘well covered’ for now
Ishka speaks with Nordic Aviation Capital's (NAC) chairman, Martin Moller, on competition in the regional aircraft leasing space. more
15/10/2019
Fund watch: KGAL considers two new aviation investment products
KGAL considers continuing its core investment product series as DAE wins a $1.4 billion hedge fund mandate. more
10/10/2019
Carlyle scores tight pricing for AASET 2019-2
Carlyle Aviation Holdings Limited (Carlyle) has priced a $540.4 million aircraft securitisation, AASET 2019-2 Trust (AASET 2019‑2) split between three classes of notes. more
09/10/2019
A220 lease rates shrink as premiums evaporate
Lease rates for the A220-300 have shrunk as arguments against its tradability weaken and lessor competition intensifies. more
08/10/2019
in Aircraft Asset Profiles , Lessors and Lease Rates , Aircraft Finance Market
COMAC wins in the Airbus-Boeing WTO dispute
Burgeoning aircraft manufacturers like COMAC are reaping the rewards of the Boeing-Airbus World Trade Organisation (WTO) dispute. more
07/10/2019
Aviation struggles to control the climate crisis narrative
Public fallout from the climate crisis represents an “existential” threat to aviation, said panellists at this year’s ISTAT Berlin. more
03/10/2019
Wings prices second ABS, WAVE 2019-1
California aircraft lessor Wings Capital Partners (Wings) has kicked off a flurry of lessor aircraft ABS deals this autumn pricing its second ABS last week: the $678.08 million WAVE 2019-1. more
02/10/2019
A busy summer for aircraft portfolio trades
Historically, aircraft trading slows down during the summer months but leasing firms confirm that there has been a surprisingly high number of transactions during July and August. more
20/09/2019
JOL investors brace for lower returns
Return expectations for both JOL and JOLCO investors have shrunk by around 1.5% over the past year, leading newer investors down the credit curve. more
19/09/2019
Avation sees pick-up in turboprop demand
Emboldened by its strong quarterly results and buoyed by optimistic forecasts, Avation says it plans to aggressively grow the fleet by adding narrowbody and turboprop aircraft. more
12/09/2019
Fed cut helps United price record EETC
United Airlines (United) has broken its own record to price the tightest coupon to date for its recent enhanced equipment trust certificate (EETC) transaction. more
10/09/2019
Aengus Kelly: AerCap portfolio strategy “sticking to true north”
AerCap chief Aengus Kelly says the lessor is sticking to its policy of disposing older aircraft and chasing new-technology assets. more
09/09/2019
FLY chief on the hunt for the next AirAsia ‘type deal’
Ishka speaks with FLY Leasing’s CEO, Colm Barrington, on potential competition between lessors and OEMs and a liquid ABS market. more
04/09/2019
Lessor CEOs: MAX continues to boost narrowbody lease rates
The MAX grounding and its lift to narrowbody lease rates dominated lessors’ earnings calls in 2019 Q2. more
28/08/2019
Falko closes $650 million regional aircraft fund
Regional lessor Falko has closed its second aircraft equity fund at $650 million, away from what it describes as a "crowded" Airbus and Boeing market. more
23/08/2019
What are the tax implications of GATS?
GATS aspires to make the use of trusts in aviation widespread, but how will uptake of trusts impact lessor and airline tax analysis? more
16/08/2019
ALC rejigs future fleet mix even as OEM problems linger
ALC's ambitious plans for doubling its fleet over five years are bearing fruit but its strategic targeting of 737 MAX is proving problematic. more
15/08/2019
Aircraft funds should be wary as courts rule against ‘tax treaty shopping’
In a guest Insight, PwC Ireland examines the increasing judicial scrutiny towards treaty-based tax planning and what it may mean for aircraft lessors and investors. more
09/08/2019
Fund watch: Natixis exits Airborne Capital, PK AirFinance attracts buyers
Ishka examines the latest news for Airborne Capital and PK AirFinance. more
05/08/2019
in Aircraft Asset Profiles , Lessors and Lease Rates , Aircraft Finance Market
AerCap sees leased aircraft sales drop even as premiums rise
Ishka examines AerCap’s Q2 2019 results. more
02/08/2019
Fund watch: SMBC AC fund picks up investors, Investec loses aviation head
SMBC Aviation Capital has launched a new closed-ended equity aviation fund of 17 Japanese institutional investors. more
30/07/2019
ICBC splits 38 aircraft portfolio between separate buyers
Chinese leasing firm ICBC Leasing finalises one of the largest aircraft portfolio sales of recent history. more
26/07/2019
in Lessors and Lease Rates , Aircraft Finance Market
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Investing in Aviation Finance & Infrastructure: Europe
Mar 31 - Apr 1, 2020
etc.venues St Paul's, United Kingdom
Keeping a core focus on commercial aviation investment, Ishka is thrilled to launch this forum, leveraging the expertise of Proximo to cover infrastructure opportunities - the only event of its kind in Europe.More info
The Aviation Finance Festival
Jun 17 - Jun 18, 2020
InterContinental Dublin, Ireland
Successfully navigating the aviation cycle
Trusted information for calculated decisions
Bespoke Ishka consultancy services
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