Interest Rates and Lease Rentals per month correlate strongly against one another and are positive in orientation (as interest rates increase, lease rentals also increase) Using A320-200 new build aircraft (years 1998 to 2017), adjusted monthly lease rates using CPI; thus adjustment is in 2017 US dollars Overlaid lease rates with one-year Libor rates […]
Events such as 9/11 and a potential US-Russia war should not negatively impact aviation in the long term, because it is an industry built on longer-term trends and relationships, writes Adam Pilarksi, Senior Vice-President at AVITAS. The world is on edge right now. There is the prospect of all-out war in the Middle East focused […]
It is a good time to be in the airplane business. Backlogs are at historical highs and airlines are making record profits. CEOs such as Boeing’s Dennis Muilenburg and American Airlines’ Doug Parker say we are no longer in a cyclical industry. Boeing’s share price more than doubled last year, and the super-long waiting periods for new […]
Widebody airframe maintenance costs featured at Airfinance Investors’ Masterclass in Korea, February 2018.
With a downturn on the horizon, a surfeit of new market players that have not been through one before is disconcerting, writes Adam Pilarski, Senior Vice-President at AVITAS Download the PDF Version – The underappreciated value of experience and its relevance today December 26 was the anniversary of Chairman Mao’s birth. The Chinese government is […]
A quick overview of the AVITAS Online Value System showing how easy, powerful and accessible the system is to obtain both aircraft and engine values (with a little humor thrown in!)
Airlines and original equipment manufacturers are showing signs of wanting to restrict competition, writes Adam Pilarski, Senior Vice-President at AVITAS Download the PDF Version – A Provocative View of Globalisation’s Future The past few decades are the age of globalisation. The world is getting smaller and much more interconnected. Trade has been growing in line […]
What Goes Up Must Come Down Middle East order backlog for widebody aircraft now totals about 700 aircraft. The order backlog in this region has risen rapidly from ten years ago and now represents about 30% of worldwide widebody aircraft orders. Of significance is the relationship between oil price and orders for widebody airplanes. As […]
With Alitalia in bankruptcy (amministrazione straordinaria in Italian), which lessors have exposure? Alitalia has an aircraft fleet of just over 100 aircraft; the list above indicates some of the more prominent lessors who own aircraft deployed by Alitalia Their most popular aircraft with lessors is the A320-200 followed by A330-200s AerCap with seven aircraft, followed by […]
Narrowbody aircraft dominate the commercial aircraft landscape in absolute fleet terms As of April 2017, there are almost 16,000 NB aircraft in service worldwide with an order backlog of almost 11,000, a record number Widebody and regional jet aircraft are diminished in comparison And, the disparity is likely to get larger: the backlog of NBs […]