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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
FLY Leasing reported a vast improvement in financial and fleet metrics in Q2 2019 as it continues to reap benefits from successfully absorbing the massive AirAsia portfolio, originally acquired in 2018. more
03/09/2019
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
Aircastle's disappointing Q2 results highlight the risk of over-exposure to emerging markets after the bankruptcies of Jet and Avianca Brazil. more
12/08/2019
Ishka examines AerCap’s Q2 2019 results. more
02/08/2019
ALC’s growth plans have been materially affected by OEM troubles and the delays they have caused. more
11/06/2019
Aircastle took roughly a 10% delta y-o-y—on its rental yields and net cash margins in Q1 2019 following the bankruptcies of just two of its 86 lessees, Jet Airways (India) and Avianca Brazil (Brazil). more
03/06/2019
FLY Leasing has chosen not to exercise the 2019 A320neo options it inherited as part of the AirAsia transaction. more
17/05/2019
in Lessors and Lease Rates , Aircraft Finance Market
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AerCap’s net income Q1 2019 took a hit after the lessor saw a dramatic decrease in gains from sales which the lessor attributed to both the type and number of the aircraft it sold in the quarter. more
09/05/2019
Financial markets and credit agencies have decisively shrugged off Avolon’s HNA woes as investors jumped feet first into the lessor’s gargantuan $2.5 billion issuance of senior unsecured debt in early April 2019. more
01/05/2019
It must have been quite a New Year’s party at Fly Leasing considering the impressive 2018 full-year results. Ishka assesses the impact of Fly’s decision to acquire the AirAsia portfolio on the platform and its possible future… more
26/03/2019
Optimism-driven growth was the main theme of Air Lease Corporation’s performance in 2018. But with gains from trading showing some softness across several top lessors, Ishka wonders if weakness in the secondary markets may be emerging. more
15/03/2019
AerCap's capex in 2018 was unprecedented, resulting in significant improvement of the lessor's fleet metrics. Yet full-year revenues largely failed to reflect the quality of the newly expanded fleet. Ishka explores the possible reasons. more
28/02/2019
Aircastle’s mostly positive results for the full year 2018 were overshadowed by the ongoing concerns for the fate of the lessor’s aircraft operated by Avianca Brazil. more
19/02/2019
in Lessors and Lease Rates , Regulatory and Accounting , Aircraft Finance Market
Aircraft leasing is a capital intensive business but how much of a role does a lessor's capital structure play in determining its competitiveness in the marketplace? more
22/01/2019
Capital markets have been very receptive of aircraft lessors in recent years. Ishka looks at the 2018 activity and considers the possible trajectory of lessors' capital markets issuance in the near future. more
10/01/2019
in Lessors and Lease Rates , Capital Markets
After a year of big buys, Ishka reviews lessor merger and acquisition activity in 2018. more
03/01/2019
Aircastle is putting its newly-acquired triple-IG rating to good use as the markets present it with both opportunities and challenges. more
16/11/2018
AerCap’s Q3 results show that the lessor’s selling spree may be slowing down as the lessor shifts further focus to building up a fleet of highly liquid, popular aircraft types. more
07/11/2018
Aircraft Lease Corporation argues that solely using net book value is not enough to assess an aircraft lessor's true worth. more
22/10/2018
Q2 2018 reporting by FLY Leasing is the industry’s first opportunity to assess the effect of the lessor’s bold decision to acquire the AirAsia portfolio. more
23/09/2018
ALC is entering a period of unprecedentedly fast growth and is earmarking $8.5 billion for the expansion of the platform over the next 18 months. more
12/09/2018
in Lessors and Lease Rates , Aircraft Finance Market
Aircastle’s Q2 results and newly acquired investment grade spell good things for the lessor’s immediate future but a closer look at the Q2 details also reveals a degree of complexity. more
10/08/2018
Are investors pricing risk appropriately in aviation finance? Ishka explores the debate generated at the Ishka Dublin Aviation Finance Festival. more
06/07/2018
Ishka explores ALC’s Q1 results in the light of its recently announced growth plans. The lessor is in an acquisition mode, looking to supplement its deep orderbook with opportunistic purchases in the open market. more
11/06/2018
Ishka examines the value of size in aircraft leasing platforms. more
10/05/2018
Ishka examines Singapore-based aircraft lessor BOC Aviation's latest results as it undergoes substantial expansion and shifts away from a floating rate business model. more
23/04/2018
Ishka reviews Air Lease Corporation’s FY2017 results, as it preps for a higher interest rate environment to its planned shopping spree made possible by the U.S. tax changes. more
16/04/2018
Ishka reviews Fly Leasing’s Q4 and FY2017 results in light of its recent large-scale acquisition of the AirAsia Capital portfolio. more
03/04/2018
Ishka reviews AerCap’s full financial year 2017. more
12/03/2018
Ishka reviews the market chatter on the possible sale of GECAS. more
15/01/2018
Investors are closely watching what might happen to the various subsidiaries and holdings under HNA Group’s complicated and highly opaque ownership structure, including aircraft lessor Avolon, as the firm faces continued fund-raising challenges. more
05/01/2018
Aircastle is poised to own more than 200 aircraft, according to its Q3 2017 results, but Ishka examines why the lessor's revenues from lease rentals appear to have dropped. more
13/12/2017
AerCap’s Q3 results capture the rewards of a sellers’ market for a large leasing platform. Ishka looks at the lessor’s plans for the near future. more
04/12/2017
FLY continues to struggle to source acquisitions for its fleet. Ishka takes a look at the lessor’s Q3 performance. more
22/11/2017
Air Lease Corporation (ALC) has sold only three aircraft to third parties in Q3 2017 and is planning to dispose of just one aircraft in the fourth quarter. more
16/11/2017
Ishka takes a closer look at the creditor protections for Norwegian’s EETC. more
06/11/2017
in Regulatory and Accounting , Modelling and Forecasting , Aircraft Finance Market
Conference participants at Ishka’s New York conference discuss lower returns from leasing. more
26/10/2017
FLY Leasing appears to be a frustrated buyer as its Q2 2017 net income drops from a year ago while the firm seeks to acquire the right assets. more
08/09/2017
In a review of Aircastle’s Q2 2017 results, Ishka’s considers impairments stated in the quarter and the lessor’s stated strategic reliance on opportunistic transactions for future growth. more
05/09/2017
Ishka analyses Air Lease Corporation Q2 2017 performance and concerted effort to address market concerns over leasing newcomers. more
30/08/2017
AerCap’s second quarter results get a boost from a large disposal while the lessor’s orderbook gets a boost from a surprising, and sizeable, widebody order. more
09/08/2017
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
Ishka examines the recent history of engine-backed securitisations. more
14/07/2017
AerCap’s most recent Q1 2017 results saw a meaningful rise in net income as the lessor appears to be using its platform to successfully navigate changes in the aviation industry. more
15/06/2017
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