 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.
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Developments - 2021
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.
May 2nd edition: Lessors positive on profit outlook
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"
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.
April 4th edition: Capital markets back aircraft leasing
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.
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