Ishka Insights: indispensable analysis and opinion

Trusted, expert assessment of the latest industry trends from the respected Ishka team, including regional analysis, airlines, lessors and critical emerging issues.

Show:

Aviation Schuldschein gathers momentum

Aviation Schuldschein issuances begin to pick up in 2017, but still only account for a tiny fraction of the wider Schuldschein market. more

20/11/2017

in News , Ishka insights , Capital Markets , Premium , Investor Education , Aircraft Finance Market

Q3 lessor review: ALC slows down aircraft trading

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

in Lessors and Lease Rates , Ishka insights

Big three US carriers aren’t paying any corporation tax

The big three US carriers have been able to offset recent record profits thanks to years of previous losses. more

15/11/2017

in Airline Profiles , News , Ishka insights , Regulatory and Accounting , Premium

European aircraft deliveries update: Airbus and Boeing

In an update to a series of reports published in June 2017, Ishka provides a guide to planned aircraft deliveries for both Airbus and Boeing built aircraft destined for European carriers extending to the end of 2018. more

14/11/2017

in Aviation financings , Ishka insights , Modelling and Forecasting

Thanksgiving rush for aircraft ABS

Ishka examines two separate asset-backed securitisations (ABS) currently in the market for lessors World Star Aviation and Aergen. more

13/11/2017

in Ishka insights , Aircraft Finance Market

Irma, Maria and Talim disrupt traffic growth in Q3 2017

Ishka looks at the key themes influencing air passenger traffic in calendar Q3 2017. more

10/11/2017

in Ishka insights , Modelling and Forecasting

Pilot shortage, what pilot shortage?

Ishka examines whether competition between Ryanair and Norwegian over pilot hires is proof of a pilot shortage, or not. more

09/11/2017

in Aircraft Asset Profiles , Ishka insights , Aircraft Finance Market

Lessors warm to Rolls-Royce’s LessorCare

Rolls-Royce has responded to dissatisfaction from the leasing community about its aftercare support, with the launch of LessorCare - its new one-stop solution for lessors. more

07/11/2017

in Ishka insights , Technical Expertise , Aircraft Finance Market

Untested: non U.S. EETCs in bankruptcy

Ishka takes a closer look at the creditor protections for Norwegian’s EETC. more

06/11/2017

in Ishka insights , Regulatory and Accounting , Modelling and Forecasting , Aircraft Finance Market

First hints of winter aircraft trading slow-down

Lessors appear to have slowed down the sales of new to five-year-old leased aircraft from their portfolios in the last two months. more

05/11/2017

in Lessors and Lease Rates , Ishka insights

Future deliveries update: Airbus and Boeing Middle East

Ishka provides a guide to planned aircraft deliveries for both Airbus and Boeing built aircraft destined for Middle East carriers extending to the end of 2018. more

02/11/2017

in Ishka insights , Aircraft Finance Market

Norwegian’s Q3 results prove doubters wrong

Low-cost carrier Norwegian Air Shuttle has posted surprisingly robust third quarter results. more

31/10/2017

in Airline Profiles , News , Ishka insights , Premium , Aircraft Finance Market

Airlines neglect EU compensation rules at their peril

Carriers have fought EU compensation legislation bitterly since its introduction in 2005 more

30/10/2017

in News , Ishka insights , Regulatory and Accounting , Premium , Technical Expertise

Lessors struggle with gender balance

A survey by Ishka reveals that women make up less than a third of new leasing hires. more

27/10/2017

in Ishka insights , Aircraft Finance Market

A growing pipeline of ABS - Ishka New York Conference

More lessors are seeking to issue aircraft asset backed securitisations (ABS), according to delegates at Ishka’s Investing in Aviation Finance Conference held last week in New York. more

24/10/2017

in Ishka insights , Capital Markets

Future financing forecast: Airbus and Boeing Americas

In an update to a series of reports published in June 2017, Ishka provides a guide to planned aircraft deliveries for both Airbus and Boeing built aircraft destined for North and Latin American carriers extending to the end of 2018. more

20/10/2017

in Ishka insights , Aircraft Finance Market

Russia’s GTLK sets sights outside Russia

Ishka speaks to Roman Lyadov, CEO of Russian lessor, GTLK Europe. more

19/10/2017

in Lessors and Lease Rates , News , Ishka insights , Premium

Interest rate hikes won’t deter investors from aviation argue lessor CEOs

Ishka asks three senior lessors: Khanh T Tran, ACG’s CEO, Alec Burger, GECAS’ CEO and Pat Hannigan, CDB’s chief commercial officer, to assess what impact higher interest rates may have on aircraft rents and investor appetite for aviation assets. more

18/10/2017

in Lessors and Lease Rates , Ishka insights , Aircraft Finance Market

Airbus helps C Series to ‘spread its wings’

Airbus has come to the rescue of Bombardier’s foundering C Series programme by taking a 50.01% majority stake in the venture. more

17/10/2017

in Aircraft Asset Profiles , Ishka insights , Premium , News

Lessors move quickly to seize Monarch’s leased fleet

Lessors have acted swiftly to repossess aircraft from Monarch Airlines which was taken into administration last week. more

13/10/2017

in Lessors and Lease Rates , Airline Profiles , Ishka insights , Premium

Lease extensions firm up used singe-aisle aircraft rents

Ishka examines how lease rates have strengthened for used Boeing 737and Airbus A320 aircraft. more

11/10/2017

in Lessors and Lease Rates , Ishka insights , Aircraft Finance Market

ABS optimism undented by spate of airline bankruptcies

Following the bankruptcies of Alitalia, Air Berlin, and Monarch Airlines, Ishka examines which ABS transactions are the most exposed. more

10/10/2017

in Ishka insights , Capital Markets , Aircraft Finance Market

Are NEO op lease rates matching the MAX?

Ishka research indicates a contraction among single aisle operating lease rates for new aircraft but questions whether A320NEO lease rates have reached parity yet with Boeing MAXs. more

09/10/2017

in Aircraft Asset Profiles , Lessors and Lease Rates , Ishka insights , Aircraft Finance Market

‘A kaleidoscope of liquidity’ – financiers cast a critical eye over bank lending

Ishka reports on the aviation finance panel at last week’s ISTAT EMEA event held in Edinburgh. more

05/10/2017

in Ishka insights , Aircraft Finance Market , News

‘Betting the house on the residual’ – Lessor CEOs reflect on weak sale and leaseback market

Lessor CEO’s at ISTAT’s EMEA conference in Edinburgh last week, reflect on a weak sale and lease back market. more

03/10/2017

in Aircraft Asset Profiles , Ishka insights , Aircraft Finance Market

Lessors wait to hear from toppled Monarch

Monarch’s collapse means lessors are preparing to have to remarket its fleet of A321 aircraft. more

02/10/2017

in Lessors and Lease Rates , Airline Profiles , Ishka insights , Aircraft Finance Market

What impact will the end of QE have on aircraft rents?

As the Fed begins to end quantitative easing Ishka examines how aircraft rents will begin to be impacted. more

29/09/2017

in Lessors and Lease Rates , Ishka insights , Regulatory and Accounting

Are ABS deals inflating asset prices?

Ishka reports on the Investor panel at this week’s ISTAT EMEA event held in Edinburgh. more

28/09/2017

in Capital Markets , Aircraft Finance Market

ISTAT: ‘competition everywhere’– no end to wall of money

Nearly every part of aviation finance; be it new, mid-life or end-of-life aircraft appears to be experiencing some form of increased competition. Ishka bears witness to an increasingly competitive market at ISTAT EMEA 2017 held in Edinburgh. more

27/09/2017

in Lessors and Lease Rates , Ishka insights , Aircraft Finance Market

Are lessors too complacent about South African Airways?

As South African Airways narrowly avoids defaulting for the second time this year Ishka asks whether lessors are perhaps too complacent about the potential risks facing the airlines. more

26/09/2017

in Lessors and Lease Rates , Airline Profiles , Ishka insights , Aircraft Finance Market

DAE Capital joins the leasing premier league

Ishka speaks with DAE Capital’s CEO, Firoz Tarapore, in the wake of its recent acquisition of AWAS. more

22/09/2017

in Lessors and Lease Rates , Ishka insights , Premium , Aircraft Finance Market

German retail investors express concern over A380s

In a new report Scope identifies how A380 closed- ends funds are trading at a discount as German retail investors ponder the future of the A380. more

21/09/2017

in Aircraft Asset Profiles , Ishka insights , Aircraft Finance Market

1H 2017 review: Pratt delays expected to impact listed lessors

Ishka examines how delays to Pratt & Whitney’s new geared turbofan (GTF) engine could impact the listed lessors. more

19/09/2017

in Lessors and Lease Rates , Ishka insights

Kenya Airways seeks 5-year waiver on $1.9 billion Afrexim loan

Ishka examines Kenya Airways’ breach of terms on its $1.9 billion syndicated loan arranged by the African Export-Import Bank to fund 20 aircraft and its effort to obtain a payment holiday and lease reductions. more

18/09/2017

in Airline Profiles , Ishka insights

“Not an EXIM replacement”- Bob Morin explains AFIC

Bob Morin, AFIC’s Transaction and Business Development leader, explains how AFIC differs from ECAs and how it could help airlines and aviation financiers. more

15/09/2017

in Ishka insights , Aircraft Finance Market

Update: Alitalia will not restructure leases until after sale

An update to our previous Insight. Alitalia will not restructure any leases until it knows who the new owner will be. more

14/09/2017

in Airline Profiles , Ishka insights , Aircraft Finance Market

Airbus’ continuing export credit paralysis

Airbus’ airline customers have not been able to access export credit agency cover for more than a year while the OEM continues to be investigated over its historic use of middle men. more

11/09/2017

in Ishka insights , Aircraft Finance Market

Q2 lessor review: FLY continues its hunt for assets

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 Lessors and Lease Rates , Ishka insights

Lessors adopt ‘wait and see’ approach to Alitalia

Lessors who have aircraft placed with Alitalia, the Italian flag-carrier currently in administration, are waiting to see what will happen to the airline before making any commercial decisions. more

06/09/2017

in Airline Profiles , Ishka insights , Aircraft Finance Market

Q2 lessor review: Impairments bedevil Aircastle

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

in Lessors and Lease Rates , Ishka insights

Airlines charge lessors more for novations

As the world’s fleet increases, airlines are forced to spend time doing novations as lessors trade their aircraft. Ishka examines some of the challenges lessors and airlines face with novations. more

04/09/2017

in Lessor finances , Ishka insights , Regulatory and Accounting , Technical Expertise

Update: the scramble for airberlin’s assets

Ishka reviews the fallout from airberlin’s insolvency as competitor airlines bid for assets. more

31/08/2017

in Airline Profiles , Ishka insights , Aircraft Finance Market

Q2 lessor review: ALC comments on newcomers

Ishka analyses Air Lease Corporation Q2 2017 performance and concerted effort to address market concerns over leasing newcomers. more

30/08/2017

in Lessors and Lease Rates , Ishka insights

Is Norwegian’s low-cost long-haul model sustainable?

Ishka compares Norwegian Air Shuttle with a regional rival low-cost carrier, Wizz Air, to understand just how expensive Norwegian’s long-haul ambitions are proving to be. more

29/08/2017

in Airline Profiles , Ishka insights

Investors up equity portions in new JOLCOs

Japanese Operating Leases with Call Options, or JOLCOs, are seeing increased demand from investors and airlines. more

25/08/2017

in Ishka insights , Aircraft Finance Market

Could aviation finance adopt blockchain?

Ishka examines whether OEMs could be tempted to use blockchain for the transfer of aircraft titles. more

23/08/2017

in Ishka insights , Aircraft Finance Market

Will Brexit force the UK to drop out of the European open skies deal?

In a special guest insight piece, RDC Aviation Economics’ Tim Coombs, looks at the impact of Brexit on airlines and airports. more

21/08/2017

in Airline Profiles , Regulatory and Accounting

H1 2017 traffic growth and load factors up but Middle East sees decline

As part of its regular series on air passenger traffic, Ishka studies the evolution of traffic and capacity during the first six months of 2017. more

18/08/2017

in Ishka insights , Regulatory and Accounting

Lessors ponder fall out from airberlin’s collapse

Ishka reviews how the German carrier’s recent insolvency could impact Airbus aircraft lease rates. more

17/08/2017

in Lessors and Lease Rates , Airline Profiles

Going below 0.6 lease rate factors

Lessors complain that as competition for aircraft sale/leasebacks heats up some new deals are breaking the 0.6 lease rate factor barrier. more

15/08/2017

in Lessors and Lease Rates , Ishka insights

New! Ishka Vista

2018 Aviation Finance Market Forecast 
Trusted, independent assessment of the aviation landscape to help identify markets and assets which offer the greatest return on investment and the best potential for growth 

Ishka Insight reports

Expert opinion and commentary.
Register for FREE TRIAL

socialise