 March 6th Edition: The possible slowdown in international air travel
March 6th 2025: In this issue: TD Cowen's Becker: 'Geopolitical concerns may cause people to reconsider some international markets and focus on staying local'; AerCap ups dividend, share buybacks programme after strong 2024 as CEO says positive environment for lessors to continue in 2025; ACG sees record revenues in 2024; Airbus expects 7% increase in deliveries for 2025; Flynas secures Islamic facility to finance jet purchases; All Nippon Airways makes first major jet order of 2024; BOC Aviation's Arajet deal; Willis Lease opts for 30 CFM LEAP engines.
February 20th Edition: Momentum builds in 2025's ABS market
February 20th 2025: In this issue: Aviation ABS: Early year ABS trends toward more traditional asset profile; Air Lease achieves record revenues in 2024; Avolon enjoys net income surge in 2024; AerCap and Altavair issuances maintain early 2025 ABS market momentum; Deliveries: Boeing continues to clear MAX backlog as Airbus recovers from December push; Avolon and BOC Aviation settle with their insurers in Dublin court case; TrueNoord's inaugural senior secured note issuance; Avation closes portfolio financing facility.
February 6th Edition: Optimism on aircraft supply, but bottlenecks remain
February 6th 2025: In this issue: Engines could be a limiting factor on 2025 narrowbody deliveries; Aircraft ABS market expected grow 14% in 2025; Sale leaseback market activity to remain strong; Europe's aviation sector gives reality check to net-zero goals, urges support from European Commission; Carlyle and Castlelake bring early year aircraft ABS deals; DAE profits jump 45%; Embraer wins record $7 billlion business jet order.
|
|
Developments - 2021
January 23rd Edition: Positive outlook for lessors and airlines in 2025
January 23rd 2025: In this issue: Avolon's Morrison: razor-thin margins call for major airline consolidation; PwC's Leonard: Lessors to benefit from continued supply constraints and increased investment in aviation finance sector; Regional jets: Falko reports 'considerable demand' for lease extensions, as Azorra secures ExIM backing for Embraer orderbook; Aircastle has the capacity but will remain disciplined on major acquisitions; ITA Airways joins Lufthansa Group as deal closes; S&P: Capacity constraints will hold back growth but air travel demand to remain healthy; Cebu's debut sustainability-linked loan; Avolon closes Castlelake deal.
January 9th Edition: Demand and supply tensions
January 9th 2025: In this issue: Joe Gill looks at what 2025, and beyond, holds in store for the aviation complex; Consolidation: DAE's agreement to acquire NAC will give a portfolio of 750 aircraft; CDB Aviaton's Chen: Operational and cost milestones were central to CDB Aviation's robust 2024; BBAM's 36 aircraft deal with Southwest Airlines; AerCap's 2024: key metrics include 496 lease agreements as it kicks off 2025 with $1.5 billion notes issuance; Commercial aircraft deliveries down sharply in 2024 but Boeing can increase deliveries by 45% in 2025; Lesha Bank to make aviation 'a key pillar' of it business.
December 12th Edition: Managing rate volatility the new challenge for lessors
December 12th 2024: In this issue: Avolon's Ross O’Connor on the lessor's 2024 financing activities and the growing stature of aircraft lessors in capital markets; PwC's Paul Sheridan and Sinead Loughnane outline the use cases for GenAI in aircraft leasing; Elizabeth Bowen on Aircraft Leasing Ireland key goals for 2025; Airline revenues to top $1 trillion in 2025; M&A update: Falko deal closes, Stonepeak takes a step closer to ATSG acquisition; Air India adds 100 aircraft to orderbook; TrueNoord portfolio hits 100 aircraft; SAF production growth 'disappointingly slow'.
November 28th Edition: The aviation asset investment opportunity
November 28th 2024: In this issue: Airborne Capital and Daiwa to deepen collaboration with JV; Irish leasing industry backs credits system to boost SAF adoption; Oaktree sees major opportunity in aircraft leasing; Sale leaseback a ‘powerful tool’ for airline’s finance strategy; India's fleet to grow by 75 per cent over the next five years; Volofin debut transaction adds to aviation ABS market rebound; BOC Aviation's six aircraft deal with Turkish; CDB Aviation sells widebodies
November 14th edition:
November 14th 2024: In this issue: Arena Aviation Capital’s Patrick den Elzen analyses the mid-life aircraft market; Lessors' Russia claims loom large over relatively benign aviation insurance market; Boeing deliveries at new post-Covid low but gloom may be lifting; IATA to accommodate digital currencies in its financial settlement systems; E-commerce opportunity behind Stonepeak's $3.1 billion investment; Strong growth in air travel sets new record; Spirit Airlines' possible impact on ABS issuances; ACG's inaugural sustainability-linked loan; Riyadh Air's $1.3 billion Islamic finance facility.
October 31st Edition: No end in sight for supply chain delays
October 31st 2024: In this issue: AerCap's Kelly says supply chain snarls to persist for years to come; Avolon records net year-on-year income rise of 24% in Q3; Boeing’s $22 billion raise to help weather fallout from quality issues and worker strike; Wafra acquires Aquila from Warburg Pincus; GA Telesis' 23 aircraft deal with Spirit Airlines; Steep rise in Avation profits.
|
