May 16th edition: Strong interest in airline bonds![Subscriber Content](https://www.aviationfinance.aero/images/icon_lock.png)
May 16th 2024: Investors flock to European carriers’ bond issues; ALC thinks today’s OEM order ‘frenzy’ may yield future opportunities; AerCap dividend reflects cashflow confidence; Brookfield takes 51% of Castlelake; Passenger revenue growth lifts airline profitability; Avolon taps market for $1bn more five-year notes; High Ridge, Genesis increase warehousing facilities; Some optimism that it will be third time lucky for Lufthansa's ITA deal approval; airBaltic signs MoU with FokkerNextGen; Hanwha to lease engines.
May 2nd edition: Lessors positive on profit outlook![Subscriber Content](https://www.aviationfinance.aero/images/icon_lock.png)
May 2nd 2024: In this issue: Leading lessors confident about profit outlook; AerCap ups projected EPS; Carriers report mixed outturn from Q1 operations; China's Comac C919 continues its quest to be a real global option with two large domestic orders; Aircraft trading: lessor maintain momentum; ALC ups RCF to $7.8bn; IndiGo orders 30 A350-900; Avation orders ATR 72-600s; CDB Aviation deal with Turkish;
April 18th edition: Lessor says "best first quarter since 2020"![Subscriber Content](https://www.aviationfinance.aero/images/icon_lock.png)
April 18th 2024: In this issue the continued buoyancy of the aviation financing sector is reflected, once again, in positive reports of Q1 activity by more industry leaders; United Airlines has signed two LoIs with two lessors to acquire 35 new Airbus A321neos commencing 2026; Airbus is predicting that North America’s commercial aircraft services market will grow by 45 per cent between now and 2042; Brookfield may buy Castlelake; DAE $750m term loan; CALC places Dreamliners; AerCap leases three A320s to Amelia; AerCap note exchange offer; FG Aviation acquires planes from Crestone; Formidion sells aircraft to De Havilland.
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Developments - 2021
April 4th edition: Capital markets back aircraft leasing![Subscriber Content](https://www.aviationfinance.aero/images/icon_lock.png)
April 4th 2024: In this issue we refer to the strength in demand for note offerings by leading lessors; AerCap maintained its business activity momentum in the first quarter; The switch in new aircraft orders, from narrowbody to widebody, also highlights the strong fundamentals now at play in the sector; TrueNoord secures new DB loan; MUFG insurance covered facility for Azorra; SAS AB reorganisation process in Sweden; Atlas Air freighter for YunExpress.
March 21st edition: Leasing companies report record results; look ahead with confidence![Subscriber Content](https://www.aviationfinance.aero/images/icon_lock.png)
March 21st 2024: In this issue we report on the positive outlook of three of lessor's – BOC Aviation, CALC and Willis Lease; Boeing: Commercial CFO Brian West says operating profit margin of the unit is set to fall to minus 20 per cent in Q1; ICAO and AWG seek to drive CTC compliance; SAA talks finally abandoned; CCB $420m loan for DAE; AerCap notes swap; Korean, JAL in market for widebodies; AerCap delivers A330neo to Corsair; Canada Jetlines takes A320s from ACG; SMBC, GOAL deliver A320s to JetSMART.
March 7th edition: Good conditions will "persist for many years" - Kelly![Subscriber Content](https://www.aviationfinance.aero/images/icon_lock.png)
March 7th 2024: Industry dynamics create difficulties for carriers but opportunities for lessors; Pace of aircraft orders shows no signs of easing at Singapore Airshow; AirAsia parent makes progress on US listing plan; Merger between JetBlue and Spirit abandoned amidst continuning regulator opposition; Oliver Wyman lowers global fleet projections; NAC continues its move away from regional jets with portfolio sale Falko.
February 22nd edition: Big widebody orders in Singapore![Subscriber Content](https://www.aviationfinance.aero/images/icon_lock.png)
February 22nd 2024: Orders reflect Asian international travel recovery; DAE reports profit of $350 million for 2023; Avolon reports strong profit growth in 2023; ACG swings back into profit; Thai orders 45 Boeing 787s; Starlux orders A350Fs, A330neos; BOC finalises IndiGo finance leases; CALC Orders 40 LEAP-1A engines.
February 8th edition: Bright opportunities pull in new investors![Subscriber Content](https://www.aviationfinance.aero/images/icon_lock.png)
February 8th 2024: Aviation finance as attractive as ever as new pension-backed platform to invest $1.5bn over next three years; CALC's $500m sustainability-linked PDP loan is an industry first; Avolon predicts that a return to ‘higher for longer’ cost of capital conditions could ‘encourage sub-scale leasing platforms to exit the market,’ with the potential for an uptick in lessor M&A activity in 2024: IATA’s Walsh demands states, fuel suppliers step up to meet SAF challenge; Boeing’s bad news creates further delays for deliveries, certifications; GOL enters Chapter 11, SAS resolves creditor concerns.
January 25th edition: Boeing’s woes wont go away![Subscriber Content](https://www.aviationfinance.aero/images/icon_lock.png)
January 25th 2024: FAA blocks 737 production growth - serious implications for Boeing cashflow; Avolon, Aircastle and ALC take advantage of the early year positivity in US capital markets as they raise a combined $2.3bn; Higher lease rates now lifting mid-life and widebody values - Forsberg; Does M&A regulation do more harm than good? Ashland Place's latest financing; Griffin gears up for further growth with order for six A220s.
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