Trusted, expert assessment of the latest industry trends from the respected Ishka team, including regional analysis, airlines, lessors and critical emerging issues.
Aviation alt lender volofin anticipates tapping the aircraft loan ABS again in 2025 while aircraft and engine lessor WNG is in the process of evaluating second-round bids for a portfolio of mid-life aircraft and engines. more
25/11/2024
Lessors received 16 aircraft from their order books with Airbus and Boeing in October. more
21/11/2024
Leasing and asset manager Airborne Capital has entered into a “transformative partnership” with Daiwa Securities Group, a major Japanese investment bank and securities firm. more
21/11/2024
Alternative aircraft lender volofin Capital Management Ltd (volofin) prices debut $507.2 million aircraft loan ABS: vFin 2024-1. more
20/11/2024
Pre-2009 aircraft and Embraer regional jets were among the most traded types during Q3, as new tech delivery delays continue. more
19/11/2024
Spirit Airlines announced it has entered Chapter 11 bankruptcy proceedings, after months of speculation that the struggling airline would pursue a restructuring. more
18/11/2024
The impact of Boeing’s recently resolved workers’ strike seems to have materially impacted the manufacturer’s delivery numbers in October, with just nine 737 MAX deliveries during the month. more
15/11/2024
Narrowbody engine prices largely stabilised for most types in Q3, but lease rates for several narrowbody engine types have appeared to have fallen slightly since the start of the year, according to Ishka’s latest engine buyers survey. more
14/11/2024
Air Lease Corporation (ALC) expects sustained high market appetite for sale-leasebacks from airlines with large order books as they take delivery of new aircraft, management told the ALC’s Q3 earnings call on 7th November. more
13/11/2024
In this month’s ACP Extra, Ishka turns its attention to the Australian and New Zealand aviation markets more
12/11/2024
Mid-life aircraft values stabilised in Q3 despite continued delays of new aircraft deliveries, with rising operational costs and increased lease premiums forcing airlines to revaluate their current capacity. more
11/11/2024
Japanese aviation equity investors show signs that they might be slowly warming to doing deals with Indian airlines. more
07/11/2024
Aviation alt lenders tell Ishka that average spreads have continued to compress over the last three quarters of 2024. more
06/11/2024
AerCap CEO Aengus Kelly dismissed the idea that lease rates are becoming too high for airlines during the lessor’s recent Q3 earnings call. more
05/11/2024
October was a muted month for lessor capital markets activity, with just $560 million raised in unsecured debt across three issuances. more
04/11/2024
Ishka reviews the latest crop of aircraft portfolios hitting the market. more
01/11/2024
The latest Ishka loan datasheet examines recent loans for commercial aircraft lessors and airlines, and the dynamics impacting aircraft lenders. more
31/10/2024
Ishka sits down with Mounir Kuzbari, Novus’ Co-CEO and SAF One co-founder, to shed light on their innovative strategy. more
30/10/2024
The number of aircraft being actively remarketed on sites tracked by Ishka has dropped slightly to 316 in October – down from 333 in September. more
29/10/2024
This is the 2nd edition of Ishka’s Engine Buyers List, where Ishka summarises a list of some of the most active commercial engine buyers in the secondary market. Since the last update on 28th August, Ishka recorded two engine trades among tracked firms and added two new buyers to the list: Arena Aviation Capital and Total Engine Asset Management (TEAM). more
28/10/2024
Trading update: GA Telesis has signed a definitive purchase agreement to acquire 23 used Airbus A320ceo and A321ceo aircraft from Spirit Airlines while Ishka examines Aircastle's latest portfolio to come to market. more
25/10/2024
Striking Boeing workers have voted to reject the company’s latest offer. more
24/10/2024
Conversations around lease rate sustainability from last week's Ishka Aviation Investival: North America. more
23/10/2024
Two key panel session takeaways from Ishka Aviation Investival: North America, which took place in New York on Tuesday 15th October 2024. more
22/10/2024
Ishka's Transaction Update is a report series looking at essential trends, recent deal flow, and key announcements within aviation and aircraft leasing... more
21/10/2024
The government of Hong Kong in its annual Policy Address on 16th October announced plans to promote the development of new energy by setting a target for SAF consumption. more
18/10/2024
Ishka's asset managers datasheet provides a summary of recent news, activity, and metrics of aircraft asset managers in Q3 2024. more
17/10/2024
Aviation alt lender Apollo PK AirFinance CEO, Gary Rothschild and President Eelco van de Stadt, talks to Ishka about the process of getting the ratings agencies familiar with the aircraft loan ABS vs lease product, why aircraft e-notes will likely need to evolve, and what the plans are for Perseus Aviation, Apollo’s leasing arm. more
16/10/2024
Ishka Insights subscribers can now request a digital copy of the first CIRO Report examining Air France-KLM. more
15/10/2024
Rumours of Spirit Airlines pursuing a Chapter 11 restructuring have been swirling. more
14/10/2024
Brazil's president has signed into law the country's new biofuels law, requiring airlines to reduce emissions on domestic flights by at least 1% in 2027 (and rising to 10% by 2037) using SAF. more
11/10/2024
Hedge funds and specialist funds that targeted distressed C notes and subordinated notes in aircraft ABS are mounting campaigns to push securitisation boards to sell aircraft assets, Ishka understands. more
10/10/2024
Lessors surveyed by Ishka expect new sale/leaseback purchase prices to settle within a relatively constrained band for new campaigns. more
09/10/2024
This is the 15th edition of Ishka’s aircraft buyers list, where Ishka summarises a list of potential and active buyers of leased aircraft on the secondary market. Since the last update on 10th September 2024, Ishka recorded six new aircraft trades and added Doric as a buyer. more
08/10/2024
Ishka's Transaction Update is a report series looking at essential trends, recent deal flow, and key announcements within aviation and aircraft leasing... more
07/10/2024
Aircraft storage levels appear to have fallen to their lowest since the pandemic, despite continued high levels of A320neo storage. more
04/10/2024
The latest Ishka loan sheet data sheet examines recent loans for commercial aircraft lessors and airlines, and the dynamics impacting aircraft lenders. more
03/10/2024
Lessors tracked by Ishka raised $4.2 billion in unsecured capital markets debt in September. more
02/10/2024
GA Telesis’s CEO, Abdol Moabery, warned that hundreds of aircraft could be heading to the part-out market by 2028 and 2030 as aircraft OEMs are forecasted to significantly increase their delivery output. more
01/10/2024
IATA has recorded eight consecutive months of double-digit growth across the cargo market, stabilising lease rates for widebody freighters amid consistent demand for metal. more
30/09/2024
Following Ishka’s annual report highlighting the airlines that began operations in 2023, Ishka cast an eye as to the current state of these airlines... more
27/09/2024
There may be more aircraft ABS this year say sources, but rates need to drop for C and E notes to work. more
26/09/2024
Ishka's Transaction Update is a report series looking at essential trends, recent deal flow, and key announcements within aviation and aircraft leasing... more
25/09/2024
The number of aircraft being actively remarketed on sites tracked by Ishka stays around the 330 mark for the fourth month in a row. more
24/09/2024
Ishka provides updates on the recent merger between Alaska Airlines and Hawaiian Airlines and the latest offer from Boeing to striking workers. more
24/09/2024
Senior notes for new aircraft ABS deals are scoring yields below 5.5%, as investors warm to the asset class. September saw a flurry of activity as three aircraft lease securitisations and one aircraft loan ABS came to market, all of which have priced in the last 10 days. more
20/09/2024
Current-tech aircraft values have "peaked and plateaued" argue asset managers, something which has been confirmed by Ishka appraisal team, as airlines react to slower revenues. more
20/09/2024
Aircraft manufacturer Boeing has pulled out of the ISTATA EMEA conference, a trade gathering for aircraft investors and financiers, after the OEM announced it was banning non-essential travel last week in the wake of ongoing strikes to help preserve cash. more
20/09/2024
Lessor CDB Aviation has announced two large orders for narrowbody aircraft with Airbus and Boeing in a move set to more than triple its total confirmed order book with the two OEMs. more
19/09/2024
The US Federal Reserve announced yesterday it is lowering the target range for the federal funds rate by half a percentage point to 4.75% to 5%- its first cut in interest rates in four years. more
19/09/2024