新鲜的视角 智慧的见解

航空业见解

Alton Aviation Consultancy?s senior leaders are globally recognized for their thought leadership. We are pleased to share our insights.

02 Jun 20
?????????,   ????,   ???????,   ???????,   ?????????,   MRO?????,   ??,   ????

Covid-19: Implications for the commercial aviation industry

作者 Adam Cowburn,   Adam Guthorn,   Bradley Dailey,   Jian Zhu,   John Mowry,   Jonathan Berger,   Joshua Ng,   Katya Bulatova,   Laetitia Achille,   Leah Ryan,   马敏,   Yuichi Takayama   |   ??

NEW YORK - June 2, 2020: The ?New Normal? for the aviation industry is 18-24 months away and key players must prepare for an extended ?Covid overhang? period and a long, turbulent journey to recovery, according to Alton Aviation Consultancy. The global aviation advisory firm today released its independent report ?Covid-19: Implications for the commercial aviation industry?, offering detailed insight into the ongoing crisis for the whole aviation industry. The comprehensive paper sets out a list of mitigating strategies and actions for airlines, aircraft lessors, MRO (Maintenance, Repair and Overhaul) providers, aerospace manufacturers, and airports to prioritize resources and manage risk. Adam Cowburn, report author and managing director in Alton?s Hong Kong office, says: ?The surest way out of this crisis is for every player across the aviation value chain to work in tandem with governments and other stakeholders to put airlines back in the air and get revenues flowing again. ?While the fight against the virus continues with travel restrictions and quarantines to limit spread, we are cautiously optimistic that the immediate phase of deep crisis for the aviation...

????

2020年2月12日
????

Asia-Pacific airline recovery from Coronavirus may be slower than for SARS, says Alton

By Adam Cowburn   |   ??

Changi Exhibition Centre, Singapore, February 11, 2020: The ability of Asia-Pacific airlines to recover from the disruption of the Coronavirus pandemic may be more challenging when compared to previous epidemics, owing to lower growth rates in the regional economies, says Alton Aviation Consultancy at the Singapore Airshow 2020. Coronavirus struck during a time of seasonal peak travel demand in China, with Chinese New Year significantly increasing movement to and from the region. This timing has only exacerbated the impact of the virus and there is currently no clear end to the restrictions. Adam Cowburn, managing director at Alton says: ?The scale of global restrictions and flight suspensions has been faster and more significant than experienced during the SARS period in 2003, and the promise of recovery in the near-term is certainly not guaranteed. At the time of the SARS outbreak in 2003, the Chinese economy was growing close to 10.0%, cushioning the negative impact on air travel. Coronavirus comes at a time when the Chinese economy is estimated to grow at a more modest 6%, and with the aviation industry...

????

24 Jan 20
MRO?????

2020年 拉丁美洲MRO大会

By Jonathan Berger   |   ??

MRO Latin America is the premier event in the region for the commercial air transport maintenance, repair and overhaul industry, providing a world-class venue for all those involved in the MRO sector to exchange ideas and best practices, share experiences, debate issues and challenges and gather knowledge. Alton Aviation Consultancy Managing Director Jonathan Berger was invited to present a session titled Market Forecast & Key Trends. Jonathan's session presented the current status and upcoming trends for the Latin American MRO market and aviation industries, including challenges and opportunities for the future in Latin America and global markets.

????

15 Dec 19
?????????,   ????,   ???????,   ?????????,   MRO?????,   ????

Alton Aviation Consultancy’s Industry Altimeter 2019-2020

作者 Adam Cowburn,   Adam Guthorn,   Bradley Dailey,   Brian Rynott,   John Mowry,   Jonathan Berger,   Joshua Ng,   Laetitia Achille,   Sascha Feuerherd,   Yuichi Takayama   |   ??

Clear skies ahead? In a special white paper authored for the Airfinance Journal?s 2019-2020 Annual, Alton Aviation Consultancy looks at the state of commercial aviation and aircraft leasing, and the outlook for the year ahead. The paper explores air traffic demand trends and drivers, aircraft supply outlook including new technology programs, and airline industry profitability. Additionally, the paper explores current dynamics in the aircraft leasing and financing markets, including a review of the mid-life and end-of-life segments. Transaction volumes are quantified and segmented with respect to new deliveries, sale-leasebacks, secondary market trading, and part-outs.

????

2019年11月3日
MRO?????

MRO预测&行业趋势

By Jonathan Berger   |   ??

Alton 国际航空咨询公司执行董事Jonathan Berger最近对当前MRO市场和行业趋势进行了评估,并展望了该行业的前景。在约旦安曼举行的全球飞机维修论坛是一个高度互动的会议,是行业利益相关者的交流与讨论。会议的目的是交流思想和运营经验,共同努力解决行业中普遍存在的问题。

????

28 Oct 19
?????????,   ???????

Fundamentals of Aircraft Leasing

By Bradley Dailey   |   ??

At the 20th Anniversary Airfinance Journal Asia Pacific Conference & School in Hong Kong, Alton Aviation Consultancy Director Bradley Dailey made a presentation on the Fundamentals of Aircraft Leasing. The comprehensive presentation provided (i) a background on aircraft leasing, (ii) industry drivers, (iii) industry fundamentals, (iv) a review of the aircraft leasing competitive landscape, (v) strategic implications of current market conditions, and (vi) strategies for lessors to prepare for economic downturns.

????

2019年9月24日
????,   ???????,   ?????????,   MRO?????

2019 亚太地区 MRO 行业趋势

By Joshua Ng   |   ??

在新加坡举行的MRO亚洲会议上(由航空周刊网络主办的年度会议),Alton 航空咨询公司区域经理Joshua Ng主持了一个关于商业航空MRO的会议。报告内容包括全球飞机MRO需求和主要增长因素的数据驱动分析,并强调了亚太地区的行业趋势。

????

2019年9月3日
?????????,   ???????

飞机租赁维护储备

By John Mowry   |   ??

在德意志银行(Deutsche Bank)第9届年度飞机融资与租赁会议上,Alton 航空咨询公司董事总经理John Mowry向ABS债务和股权投资者介绍了飞机运营租赁维修现金流。报告内容包括(1)飞机维修简介,(2)与飞机维修相关的租赁条款,以及(3)维修现金流预测。

????

2019年1月17日
MRO?????

2019年拉丁美洲MRO行业趋势

By Jonathan Berger   |   ??

2019年1月16日,Alton 航空咨询公司董事总经理Jonathan Berger受邀参加在墨西哥坎昆举行的2018年度MRO拉丁美洲会议(该地区最重要的活动) 并发表行业预测和市场趋势演讲。演讲内容含括数据驱动的分析,涉及影响拉丁美洲MRO市场的行业趋势,包括区域和全球MRO行业面临的未来挑战和机遇。

????

2019年1月15日
?????????,   ???????

解决不断增长的飞机交易和价值网络

作者 Adam Cowburn,   Adam Guthorn,   Brian Rynott,   Isobel Fenton,   John Mowry,   Laetitia Achille   |   ??

There are many factors that influence aircraft values, but these factors can be complex. In a special white paper authored for the Airfinance Journal?s 2018-2019 Annual, Alton Aviation Consultancy authored a multi-part paper providing: An overall assessment of the aviation, airline, and aircraft leasing industry; Analysis of observed trends in aircraft sale and lease transactions over the past decade; and Perspective to investors as they consider how to best ascribe value to today?s transactions.

????

???????
  • 15 Oct 20   2020 Airline Economics Growth Frontiers New York

    Alton Aviation Consultancy?s Managing Director John Mowry has been invited to the 2020 Airline Economics Growth Frontiers event, held at Metropolitan Club, on October 14-15, 2020. Mr. Mowry will join two panel discussions. The first panel titled “Financing & Investing in aircraft & engines in a cyclical industry” while the second is titled “Aviation ABS […]

    ????
  • 04 Nov 20   2020 Airline Economics Growth Frontiers Hong Kong

    Alton Aviation Consultancy?s Managing Director John Mowry and Manager Jian Zhu have been invited to the 2020 Airline Economics Growth Frontiers event being held at the Grand Hyatt in Hong Kong on November 2-4, 2020. Mr. Mowry will join the Ratings & Valuation Panel and Ms. Zhu will present on maintenance cash flow modeling for […]

    ????
??????