Aviation Finance

Fortnightly publication on global aviation finance + archive of (Monthly Avg Unique Visitors, H1 2021: 7,117 +12% yr-on-yr).

[Aviation Finance @AF_editorial]

Finance Dublin's 2022 Deals Awards’ winning M&A deal is Aercap's merger with GECAS, a deal whose value has already been tested by the seizure of its assets in Russia

[Aviation Finance @AF_editorial]

Latest issue has insight on Ryanair-Boeing standoff over new mega order as Airbus ramps up its marketing and forecasts strong activity in aircraft ABS between now and the year end, as it seals new A220 order with Breeze (pic).

[Aviation Finance @AF_editorial]

Latest issue: A mood of renewed optimism is palpable. AerCap’s Aengus Kelly, Avolon’s Domhnal Slattery and DAE Capital’s Firoz Tarapore all report significant progress, especially in terms of cashflows

[Aviation Finance @AF_editorial]

In the latest edition (July 22):
Private equity's march continues
While there has been a waning in the appetite of some bankers for debt financing in the aircraft space, PE has shown a growing hunger for this opportunity, as reflected in this issue.

[Aviation Finance @AF_editorial]

In the latest edition: evidence of longer-term confidence. In this issue we review business updates for Q2 for three of the largest aircraft large lessors. It shows that they remain extremely busy in terms of their transactional activity, and much more:https://t.co/tFrDwNug32

[Aviation Finance @AF_editorial]

The AerCap-GECAS deal creates an industry leader across all areas of aviation leasing, encompassing passenger and freight aircraft, engines and helicopters. That it also has been engineered by an 'Exchange-Traded Lessor' helps balance the flightpath of global aviation financing.

[Aviation Finance @AF_editorial]

GE Announces Combination of GECAS and AerCap, with $24 billion cash consideration involved in deal that values GECAS at over $30bn

https://t.co/bZBjTzKfQY

[Aviation Finance @AF_editorial]

AerCap acquisition of GECAS would be biggest ever aircraft leasing transaction - Bloomberg report that GE is close to agreeing the sale of GECAS to AerCap would create a fleet of 2,980 aircraft speculated as being worth approximately $30 bn. https://t.co/tFrDwNug32

[Aviation Finance @AF_editorial]

Emanating from their Q4 Earnings Calls, CEOs from the exchange-traded aircraft leasing firms express admiration for the resilience of the airline industry and sound an upbeat note about the strength of the coming recovery. https://t.co/yaRWTA6sT6

[Aviation Finance @AF_editorial]

In latest issue of Aviation Finance (Feb 18): The extent of the ongoing cash burn and successful fund raisings are detailed; MAX groundings mean 737NG values have fallen less than A320ceo – up to now; Vaccinated-Only Flights could enjoy high load factors : https://t.co/yaRWTA6sT6

[Aviation Finance @AF_editorial]

In the latest issue (Feb 4th): AFIC's export credit innovation, and, in Europe, bigger financings will be needed to fuel the recovery from the pandemic. https://t.co/yaRWTA6sT6

[Aviation Finance @AF_editorial]

In https://t.co/VzfkdHUWSV: Signs of return to normality: the re-opening of the aircraft ABS market, the launch of two more new lease platforms, Quantas' view on ultra-long-haul Project Sunrise, Norwegian start-up Flyr &, on caution side, IBA's Seymour: still 'a long road ahead'.

[Aviation Finance @AF_editorial]

In the latest edition of Aviation Finance (Jan 7th). Cash rich private equity investors await in the wings. Interview: with SMBC Aviation Capital CEO Peter Barrett outlines its capital deployment strategy; Airlines, lessors stay focussed on liquidity; Green agenda-beyond the Max.

[Aviation Finance @AF_editorial]

Dec10th issue, https://t.co/EMCVGE3EBu: Interview-CDB Aviation's CEO; Cash burn lifts state stakes in carriers; Lessors’ mkt. share to grow as airlines de-risk; Norwegian gets court protections in Ireland & Norway; Ryanair deal more than order boost for Boeing; BOC raises its RCF

[Aviation Finance @AF_editorial]

Latest edition: Thanksgiving-the turning point has arrived;
Boeing's 2020 Market Outlook; Norwegian’s Examinership; Walsh new DG of IATA: 'his leadership style and actions are likely to differ markedly; new investors enter sale & leaseback market; the MAX's return, and much more

[Aviation Finance @AF_editorial]

Latest issue (Oct 29): The shape of things to come in 2021. With investor focus shifting to new metrics we look at the liquidity landscape for airlines. Also: the battle at the upper-end of the single-aisle market, GECAS's moves and much more at https://t.co/VzfkdHUWSV

[Aviation Finance @AF_editorial]

PIMCO & GECAS create $3bn Aircraft Leasing Investment Platform: PIMCO, the fixed income investment manager, and GECAS have agreed to develop a platform to enable PIMCO and GECAS to acquire new and young aircraft to lease to help airlines upgrade their fleets at 'a critical time'.

[Aviation Finance @AF_editorial]

Lessor Resilience in Q3, despite Moody report on lease deferral writeoffs. Improved trend in lease revenue collection at Avolon; financing for $2.2 bn at AerCap; $7 bn liquidity at ALC & an owned-aircraft utilisation rate of 99.7 % at BOC Aviation: https: https://t.co/VzfkdHUWSV

[Aviation Finance @AF_editorial]

Leasing ‘set for considerable turmoil in 2021’ says IBA - over 1k aircraft that would have had their lease periods extended in normal times are now likely to be handed back to lessors. On engine valuations, it says, airlines are engaging in ‘some pretty hard negotiating tactics’.

[Aviation Finance @AF_editorial]

A setback due to the evident resilience of the virus, despite recovery in some markets, notably China. Kroll nonetheless sounds a note of optimism: ‘air passenger demand will rebound to levels seen pre-pandemic, as through all previous downturns’: https://t.co/qWPnjK92qg