 September 5th edition: Aviation ABS issuance is on the rise
September 5th 2024: In this issue IBA's Chief Economist Stuart Hatcher analyses aircraft values; KBRA do a deep dive into the aviation ABS market as two aircraft-backed deals prepare to come to the market; Passenger demand soars in July; AerCap prices $2.4 billion notes; Islamic Finance is a major component of AviLease's $2.5 billion refinancing of acquisition facility; BOC Aviation agrees 15 aircraft purchase-leaseback; DAE Capital in 23 aircraft purchase deal.
August 22nd Edition: Optimism for the remainder of 2024
August 22nd 2024: In this issue record earnings at BOC Aviation and the continuing appetite of investors for the leasing sector, as shown by HPS' move to buy Falko, underscores the continuing positive environment for aircraft leasing despite market wobbles and supply chain constraints; Phoenix Aviation Capital’s prices its first ever EETC; Novus Aviation Capital is exploring the use of tokenisation in aviation financing; Archer secures further funding, reveals deeper manufacturing relationship with Stellantis; Falko's busy Q2 ahead of HPS Investment deal; Aergo agrees sale/leaseback for eight Boeing 737-800s; CDB Aviation adds new Turkish customer in the P2F space.
August 8th edition: Positive environment persists despite wobbles
August 8th 2024: This issue: The continuing evidence of delays and supply chain issues in latest reports from lessors, among others, provide further perspective on the balance of sentiments affecting what remains an overall positive environment for aviation finance and investing this summer; Spirit deal a highlight in strong quarter for AerCap; Allianz study shows crashes and collisions account for almost two thirds of aviation insurance claims; Investment firm to buy Chorus' regional aircraft leasing business; Turkish Airlines' renminbi aircraft financing deal; Embraer secures financings; CDB Aviation closes $700 million loan facility.
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Developments - 2021
July 25th edition: Optimism for the aircraft leasing sector
July 25th 2024: This issue: Farnborough reflects dampened demand expectations and hopes for easing of supply constraints; Ryanair shocks market as it reveals profits after tax fell by 46% y-o-y in Q2; The 'Equity Investor Hub' in Aviation Finance; The Perspectives Column - EY Aviation Finance Sector Lead Niamh Tobin on the hopeful outlook there can be for aircraft leasing; Airbus A321XLR receives EU EASA type certification; Boeing's agenda set out ahead of FIA; Aergo acquires 4 aircraft from Aercap; ACG's order for 35 737MAXs; Willis LF signs deal with Pratt & Whitney for 15 GTF engines; BNDES finances 32 E175 jets
July 11th edition: Cebu Pacific MoU whets appetite ahead of Farnborough
July 11th 2024: In this issue: Cebu Pacific agrees mega order ahead of Farnborough; Boeing’s Spirit deal a centrepiece of efforts to solve quality lapses; Lessor trading updates show robust performance of leading lessors; Aircastle receives final tranche of shareholders $500 million investment; Eve Air Mobility gets $94m equity injection to support development of its eVTOL; American Airlines increases investment in H2 pioneer, as Airbus leads Spanish hydrogen airport hub study; AerCap agrees 10 aircraft deal with Turkish Airlines; BOC Aviation leases 8 aircraft to Air Canada
June 27th edition: Enduring supply chain issues bolstering leasing market outlook
June 27th 2024: In this issue: Airbus' latest delivery forecast shows tight supply of aircraft will remain a feature of the market for some time to come; AerCap upgraded; SMBC Avation Capital and Avolon expand banking groups in latest deals; India moving in the right direction on CTC; Carlyle closes 12 aircraft ABS deal; Hamburg Commercial Bank closes first primary aviation transaction; Nord/LB leaves aircraft financing market.
June 13th edition: Airline profitability to rise
June 13th 2024: In this issue: IATA, at its AGM in Dubai, ups its 2024 forecast for airline industry profitability, showing continuing strong growth in demand for air travel; SMBC Avation Capital books record profits; SAF: aerospace leaders establish new IAEG working group on the effect of the use of 100% SAF on aviation systems; Southwest is the latest airline to attract activist investor attention; Global lessors begin court case in Dublin on Russian 'stranded' assets; El Al to give Boeing's MAX a boost with planned new order.
May 30th edition: Imbalance between supply and demand drives aviation sector
May 30th 2024: In this issue we analyse the impact of supply and demand developments on current lease rates and values: Problems with P&W engines, in terms of durability and the need for inspections, continue to create capacity problems for carriers with significant Airbus narrowbody fleets: Also in this issue: a welcome a judgment by India’s High Court which seems to suggest a greater willingness than heretofore to respect the terms of the Cape Town Convention: Aquila doubles loan; WLFC declares dividend
May 16th edition: Strong interest in airline bonds
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.
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