How can the industry best manoeuvre itself in the new normal?
What will leasing companies look like moving forward?
What other changes can the industry expect to see?
● Uncovering the innovative products airlines have utilised to inject cash into their businesses. How are these structures holding up?
● What type of yields are investors getting out of new types of collateral?
● Exploring the legalities behind investing and owning new types of collateral.
● Are these new types of collateral secure if an airline enters bankruptcy? What value do they have if an airline enters bankruptcy?
● What can investors do to protect themselves in this market?
● A case study of United Airlines’ loyalty programme financing
What is the general credit appetite among banks?
Are banks willing and able to syndicate?
How are banks working with lessors on debt waiver requests?
Exploring bank lending strategies post Covid and Basel IV.
How have terms changed and what can borrowers expect?
● What activity is actually happening in terms of asset trading? Who is purchasing aircraft?
● Where are sale and leasebacks happening?
● How do aircraft values compare to this time last year?
● Where is there oversupply in the market?
● Are any aircraft trading profitably, or have we reached the ‘bottom’?
● Exploring the pros and cons of extending leases on older assets versus buying new assets. (777X vs the 777- 300ER)