Fly outlines plans to manage AirAsia concentration risk Despite increasing run rates a glut of narrowbody aircraft unlikely to materialise JOLCO market still rising Stellwagen MBO will see company return to 'aggressive' growth Commercial UAVs a new frontier in aviation leasing Sustained low oil price and speculative orders could create future problems, helicopter lessor claims Boeing's new chief; Q400 milestone; CAS in 75 aircraft Airbus deal Quantum and Palma to finance IAFC's Saudia deal GECAS launches Boeing 737-800NG passenger-to-freighter conversion program Carriers lead the way in Paris ordering, boosted by Wizzair's last minute Airbus MOU Aircraft lessors take lead in Paris cooling off process Q1 lessor results buoyed by falling financing costs Quoted aircraft lessors analysed The industry-facing functions that aircraft lessors play Avolon reaffirms 25 year aircraft retirement age despite low fuel price environment BOC Aviation diversifies funding sources with conversion to GMTN programme Ryanair issues bond; COMAC receives order for 30 regional jets Airbus run rates; Boeing's 747 order; Embraer results $1.3 billion excess capital between 2015-2017 will give AerCap options In this issue Unsecured note issuance is an attractive medium term funding model for aircraft lessors, and airlines Aircastle upsizes revolving credit facility; GECAS income up 17%; BOC opts for CFM engines; Avolon attracts analysts In this issue AerGen to initially use a mix of equity and bank debt to grow 100 aircraft portfolio Why aircraft lessors are loved in capital markets Boeing and Airbus break delivery records in 2014; Airbus launches extended range A321neo AWAS portfolio sale; AerCap's China Southern deal; Lessor notes issuances; GECAS buys turboprops Three unexplored niche lessor business models that could work, in the light of Milestone Aircastle describes its changing leasing business model strategy to investors Profile of Asset Management in a leasing company BOC Aviation's funding diversification strategy: ABS options on the horizon Avolon enters the ABS market The implications of ACG vs Olympic for lessors and lessees Are traditional leasing models under threat? The key insights for leasing industry investors from public lessor conference calls Hannahs: S&P's 'standardized methodology' doesn't take ACG's sophisticated risk management practices into account Structural shift in aircraft financing giving advantage to lessors with access to unsecured debt Altitude Aircraft Leasing's revived IPO plans show Singapore's appeal for aviation trusts GECAS: pioneering new electronic frontiers in lease transitioning MAX momentum builds further Aviation Capital Group confirms $450 million LEAP-1A engine order for A320neos Avolon's reasons for becoming a launch lessor of the MAX and the NEO Leading lessor wins rating upgrade 'The airline industry as we know it will continue to need current production A320s and NGs long into the future' 'Sell or hold?': the question at individual asset level that's facing engine lessors, says Jon Sharp of ELF In this issue: are capital markets once again becoming a viable financing alternative? Aercap's CEO: 'There is still real money to be made by prudent lessors' Is shipping a warning signal for aircraft assets? In this issue: "a positive for investment in the right place in the aviation finance complex" Norwegian Air Shuttle plans dynamic asset management Milestone orders 16 helicopters from Eurocopter, and leases 5 helicopters to Bristow Group. RBS deal likely to sharpen investor focus on modern generation portfolios says JP Morgan Sumitomo RBSA acquisition for $7.3 bn. of major significance to aircraft leasing sector GIC's $300 million investment likely to see bulk of Avolon's planned 150 strong fleet deployed in Asia-Pacific within 3 years - Slattery Aircraft Transitioning: a cutting edge service potential for aviation finance The colossal airplane order announced by American Airlines for 460 jets triggers two new factors in aviation finance |
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Rising interest rates are potentially good news - but only for those who really know what they are doing CALC's 'asset-light' business model; SMBC AC's poised for further growth as capital injection finalised BBAM negotiates 132 aircraft deal with AirAsia Amedeo hopes to 'Uberize' air transport with new business model for A380 CDB Aviation puts final pieces in place for a full international platform Goshawk, with a fleet of 60 already, spreads its wings in hunt to become a premier leasing company FLY's fleet transitioning FLY speeds up fleet renewal strategy with sale of 33 aircraft Wizzair order for 110 A321neos, leaves PAS 2015 order book in line with Farnborough 2014 Paris Air Show themes Asia-Pacific embraces leasing Waypoint; Strong growth in lease agreements in Q1; FLY cuts 0.75 p.c.off loan Aviation Investment Indicators: share prices end first quarter strongly AerCap 20-F filing gives insight into ILFC integration Emirates' ECA-backed Sukuk; CALC's results FLY Leasing Avolon messaging Aircraft Lessors Outlook: 'We don't view limited capacity growth as problematic' Should airlines buy or lease aircraft ? FLY grows 22% in 2014, Waypoint portfolio reaches 95 helicopters; Asiana's Airbus order S&P assigns A (sf) rating to DVB aircraft lease platform securitisation valued at $667 million IDA Ireland launches video promoting Ireland as aircraft leasing centre Kelly: Value creation, not scale, the deal driver for AerCap Leasing industry commitments grow Moody's upgrades Aircastle and two AerCap ABS transactions CALC to offer value-added aircraft end-of-life service Kroll on the leasing sector's fundamentals How Boeing's MAX 200 can be a game changer for LCC unit costs Lessor strategies AWAS 100 plane portfolio sale puts big trading play into the market From 2013's wargame to 2014's reality - AerCap's acquisition of ILFC Better value in secondary market purchases rather than from new orders says Wainshal Bombardier C Series should now be on leasing radars Aircraft leasing 2013 - managing residuals, the boom towns of the East and high cost mezzanine finance Inspections, defects and aircraft delivery - a plague on all houses Research paper argues that standard aircraft retirement age of 25 will remain the norm Willis Lease Finance continues to successfully tap ABS market on the back of engine leases ICBC Leasing orders 50 Airbus A320s to be managed out of Irish office Wide body order cancellations 'Lessors will increasingly go for unsecured financing' The milestone deal for Misubishi's Regional Jet with SkyWest Ex-Im Bank's 2012 strategy Sumitomo Mitsui Banking Corp completes acquisition of RBS Aviation Capital to create SMBC Aviation Capital EVA Airways to upgrade fleet with seven Boeing 777s Engines are holding their value longer - Dickerson Prudence the watchword, for lessors, OEMS, and airlines Asset trades continue in leasing industry Fears of aircraft overproduction highlighted as lessors repossess planes The supply and demand equation for aircraft Helicopter leasing firms in growth phase Doric-like structures for Boeing 787s? Morgan Stanley expresses confidence in long term prospects of the aircraft leasing sector Key 2012 issues for aircraft lessors Why leasing is more profitable, and less risky Leasing can provide an attractive investment opportunity for long-term equity investors: Forsberg. |