Ishka: Aviation Finance

The latest Ishka loan sheet data sheet examines recent loans for commercial aircraft lessors and airlines, and the dynamics impacting aircraft lenders ➜ https://shorturl.at/PLQoo #aviationfinance #airlines #lessors #investors #aircraft #loan #lender

IATA has published new detailed Net Zero roadmaps for finance and policy, providing estimates and recommendations to guide the airline industry to CO2 neutrality by 2050. Five noteworthy aviation sustainability developments in the past seven days curated by Ishka Sustainability Lead and Senior Analyst Eduardo Mariz Cortiñas ➜ https://shorturl.at/yQSM3 #aviationfinance #aircraft #esg #sustainableaviation #decarbonisation #saf #aviation #netzero

Lessors tracked by Ishka Analyst Joe McNeil raised $4.2 billion in unsecured capital markets debt in September ➜ https://shorturl.at/oRlAM #aviationfinance #airlines #lessors #investors #aircraft #capitalmarkets

Ishka Sustainability Lead and Senior Analyst Eduardo Mariz Cortiñas and Analyst Justine El Amrani-Joutey looked at 48 new propulsion products by 35 OEMs with a public EIS target, including clean-sheet designs and retrofit solutions, to analyse their EIS delays ➜ https://shorturl.at/JAZ0K #aviationfinance #airlines #lessors #investors #aircraft #esg #sustainableaviation #decarbonisation #saf #newpropulsion

We caught up with Joseph El-Helou, Analyst, volofin Capital Management. Joseph chats about the value of Ishka’s data-backed analysis via Ishka’s Airline Credit Profiles service and the Ishka Insights reports. Interested in learning more? Get in touch with us at [email protected] or visit our website for more information ➜ https://lnkd.in/eDi7BR2s #IshkaInsights #CustomerStory #AviationFinance #Embraer #IshkaLondon #FinanceLeadership

GA Telesis’s CEO, Abdol M., 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. “By 2028 I think we're going to see a major influx of aircraft in those years, Boeing and Airbus will be delivering over 300 aircraft a year, and we're going to see those aircraft coming into market. By 2030 all hell breaks loose. So, this is just a delay.” Not everyone is convinced that the part-out market will see an extreme number of aircraft retirements, or that this will necessarily translate into an abundance of LLP parts. Tommy Hughes, CEO at VAS Aero Services, argued that many of the engines set to be parted out had limited cycles left on their LLPs as airlines squeezed out as much use as they could today. Speaking with Ishka, Simon Goodson, AerFin’s CEO, argued that the projected "bow wave" of aircraft retirements may not materialize as expected, as airlines are extending leases for four to six years rather than returning completely run-out aircraft. The result of more extensions, argues Goodson, is that more engines will have to undergo full performance restorations. Airlines do appear better at managing older aircraft to cope with current market conditions. Another panellist David Chaimovitz, CEO at Setna iO, explained that one major US operator described ‘30 as the new 24’ i.e. that airlines that might have opted to retire an aircraft at 24 years were now looking to extend their operations to 30 years. Read Editor Dickon Harris' latest Insight to find out more➜ https://shorturl.at/BNEAh #aviationfinance #airlines #lessors #investors #aircraft #values

Less than two weeks until Ishka Aviation Investival: North America (Tuesday 15 October, New York). We will, of course, wrap up the day with the always-engaging Ishka Gameshow, where you definitely get to see a different side to our panellists! Industry-leading figures cast their views on the biggest issues in the market right now. Points, prizes and bragging rights are all up for grabs. Find out more info here: https://lnkd.in/eaB4-iR3

Cargo Market Update: Boeing 747-8F lease rates increase - continued cargo market growth. Ishka reports on eight consecutive months of double-digit growth across the cargo market, stabilising lease rates for widebody freighters amid consistent demand for metal >> https://lnkd.in/enKCagPP Not a current Insights subscriber? Sign up for your free trial today >> https://lnkd.in/dE-eSsk #aviation #aviationfinance #cargo #airlines #freighters #boeing #leaserates #widebody

2 weeks to go! Join us at Ishka Aviation Investival: North America in NYC on Tuesday 15 October and make sure to check out our fantastic airline fleet panel 'Airlines - Balancing the books in a dynamic environment' where we will review which factors are affecting airlines ability to raise capital, and where are the opportunities for investors? View the full agenda here: https://lnkd.in/ejdu8N7J #AviationFinance #Investing #NewYorkEvent #AviationInvestors #Airlines

The aviation ABS market has evolved significantly since the first ALPS transaction in 1992. We’re proud that members of the Ishka team were involved in those initial landmark securitization transactions. Our track record is second to none. Aviation ABS has historically offered higher yields relative to comparable investment grade alternatives, an attractive proposition for many insurance companies and asset managers. Ishka’s Eddy Pieniazek recently presented on today's ABS activity, showcasing how a flurry of recent additions to the market, including aircraft ABSs from BBAM, DAE and SKY bring the total issued this year to date to $4.69 billion. Request your complimentary ABS trends presentation from Eddy now – email us at: [email protected] #aviation #aviationfinance #airlines #ABS #aviationABS #securitization #securitisation