Aircraft in Service, on Firm Order – Center of Gravity Changing
While Europe and North America have large aircraft jet fleets, the Asia/Pacific region has now surpassed them and will continue to expand that advantage given its firm orders
Mystery of my oil price forecast
Adam Pilarski, Senior Vice-President at AVITAS, looks forward to 16 October to show that his long-term – or is it short-term? – forecast was correct. Mystery of my oil price forecast – Download the PDF version here The date 16 October 2018 is approaching and I get a lot of messages reminding me of a […]
Who Needs the Middle of the Market Aircraft More?
Boeing formerly dominated the MoM sector with 757s and 767s; in 1998 Boeing had 75% of this market Today, Airbus now has a 60% to 40% advantage over Boeing thanks to A321/A330-200,300s Since 2010, Airbus has grown its MoM aircraft from 1,400 in-service airplanes to about 2,900 while Boeing went from 1,550 to 2,000 Airbus […]
Where Lease Rates are Going in a Higher Interest Rate Environment
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 […]
Disruptive events do not change long-term fundamental relationships
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 […]
Opinion: Where is the Aircraft Market Headed? Look to China
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 […]
How come the Airbus 380 king of the skies appears to be on life support?
The Airbus A380 relied too much on a single customer, which was likely paying below average price for the aircraft, according to Adam Pilarski, senior vice-president at AVITAS. Download the PDF Version – How come king of the skies appears to be on life support? The Boeing flagship 747 was often called the “queen of […]
Widebody Airframe Maintenance Costs
Widebody airframe maintenance costs featured at Airfinance Investors’ Masterclass in Korea, February 2018.
The Underappreciated Value of Experience and its Relevance Today
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 […]
Discover the AVITAS Online Value System and have a few laughs along the way
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!)