29 June 2021
English
English

The Ishka View: China / 演示|| 20分钟 - Ishka的观点:中国

Eddy Pieniazek
Head of Analytics and Advisory,
Ishka
Siddharth Narkhede
Analyst,
Ishka

Ishka's Head of Analytics & Advisory - Eddy Pieniazek - offers a detailed view of China's aviation market landscape. 对中国航空市场的复苏分析。H2的形成如何? 中国市场价值预测:区域和货机重点。 受欢迎的飞机类型的供应/需求前景。 Eddy Pieniazek —— Ishka咨询与分析主管 Siddharth Narkhede —— Ishka分析师

  • Recovery analysis of China’s aviation market. How is H2 shaping up? 
  • China market value forecasts: Regional & Freighter focus 
  • Outlook for supply/demand of popular aircraft types
  • 对中国航空市场的复苏分析。H2的形成如何? 

  • 中国市场价值预测:区域和货机重点。 

  • 受欢迎的飞机类型的供应/需求前景。

English

China’s shifting economy: what will it look like in 5 years’ time? / 演示|| 15分钟 - 中国不断变化的经济:五年后将会是什么模样?

Professor Ying Zhang
Associate Dean & Professor of Marketing and Behavioral Science,
Guanghua School of Business Management, Peking University

Professor Zhang delivers an insightful broad view of China's shifting economy in the next 5 years. - Trade and the Carbon Neutral Initiatives: The Revival Plan and the implications - Where will investment activity take place in China? 了解大局。中国的《五年规划》是什么经济计划? 人口密度/迁移预计会如何变化? 不断变化的消费者行为将如何影响航空业? 分析中央政府发展工业和农村地区的政策。 行业可以期望在哪里看到投资活动? 副院长光华管理学院张影教授 —— 北京大学光华管理学院副院长兼市场战略及行为科学教授

  • Understanding the bigger picture. What is the 5 year plan for China’s economy? 
  • How is population density and migration expected to change? 
  • How will changing consumer behaviour affect the aviation industry? 
  • A brief overview of central government policies to develop industry and rural areas. 
  • Where can the industry expect to see investment activity?
    • 了解大局。中国的《五年规划》是什么经济计划? 

    • 人口密度/迁移预计会如何变化? 

    • 不断变化的消费者行为将如何影响航空业? 

    • 分析中央政府发展工业和农村地区的政策。 

    • 行业可以期望在哪里看到投资活动?

     



English

A hard landing: How are Chinese lessors coping with pressures on the market? / 座谈会|| 40分钟 - 硬着陆:中国出租人如何应对市场压力?

Gang Li
Chief Executive Officer,
AerDragon Aviation Leasing
Andrew Weixi
Deputy General Manager,
CMB Financial Leasing
Xiaoge (Jerry) Duan
Chief Operations Officer,
Xiamen Aircraft Leasing
Moderator
Johnny Lau
Chief Consultant Aviation Business Services/CEO,
PwC/Astro Aircraft Leasing

- How is the Chinese leasing market structured and what challenges do lessors currently face? - What steps are lessors taking to manage their assets coming out of lease and into the secondary market? - Will second-hand/mid-life aircraft continue to be popular among lessors in the coming 12 months? - What funding options are currently available to lessors in the China market? - How has the crisis impacted Chinese lessors' appetite for new aircraft assets? Has there been a change for on-shore vs off-shore assets? - Has trading between Chinese lessors picked up since the vaccine roll-out? - 出租人目前面临哪些挑战? - 出租人如何管理其租赁即将期满的资产,并进入二级市场? - 未来12个月,飞机分拆和改装为货机市场会继续受到欢迎吗? - 中国市场上的出租人目前有哪些可取用的融资方式? - 这一危机如何影响中国出租人对新飞机资产的兴趣?在岸资产与离岸资产是否发生了变化? - 自疫苗推出以来,中国出租人之间的交易是否有所回升? - 这一危机如何影响中国出租人对新飞机资产的兴趣?在岸资产与离岸资产是否发生了变化? - 自疫苗推出以来,中国出租人之间的交易是否有所回升?

    • What challenges do lessors currently face? 

    • How are lessors managing their assets coming off lease and into the secondary market? 

    • Will the aircraft part-out and cargo conversion markets continue to be popular in the coming 12 months? 

    • What funding options are currently available to lessors in the China market? 

    • How has the crisis impacted Chinese lessors' appetite for new aircraft assets? Has there been a change for on-shore vs off-shore assets?  

    • Has trading between Chinese lessors picked up since the vaccine roll-out?

      • 出租人目前面临哪些挑战?
      • 出租人如何管理其租赁即将期满的资产,并进入二级市场?
      • 未来12个月,飞机分拆和改装为货机市场会继续受到欢迎吗?
      • 中国市场上的出租人目前有哪些可取用的融资方式?
      • 这一危机如何影响中国出租人对新飞机资产的兴趣?在岸资产与离岸资产是否发生了变化? 
      • 自疫苗推出以来,中国出租人之间的交易是否有所回升?


English

The HNA group restructuring update: recovering aircraft from China / 座谈会|| 30分钟 - 海航集团重组更新:从中国回收飞机

Zhenfeng Yan
Partner,
JunHe LLP
Moderator
Leo Fattorini
Co-Head of Aviation & Partner,
Bird & Bird LLP

Fireside Chat - An overview of the HNA group insolvency/restructuring process to date - What legal challenges do lessors face in a restructuring of this scale? - Analysing the impact on investors and financiers. Where are the safeguards? - Silver linings: investment opportunities and the future of the HNA Group - Cape Town Convention considerations 对海航集团破产/重组流程至今的概述。 在这样规模的重组中,出租人面临哪些法律挑战? 分析对投资者和金融家的影响。有哪些保障措施? 一线希望:海航集团的投资机会和未来 《开普敦公约》的考虑

  • An overview of the HNA group insolvency/restructuring process to date. 

  • What legal challenges do lessors face in a restructuring of this scale? 

  • Analysing the impact on investors and financiers. Where are the safeguards? 

  • Silver linings: investment opportunities and the future of the HNA Group 

  • Cape Town Convention considerations. 

    • 对海航集团破产/重组流程至今的概述。 

    • 在这样规模的重组中,出租人面临哪些法律挑战? 

    • 分析对投资者和金融家的影响。有哪些保障措施? 

    • 一线希望:海航集团的投资机会和未来 

    • 《开普敦公约》的考虑




English

Ishka Valuations: a review of the ARJ21 aircraft programme to date with guest Q&A / 演示|| 20分钟 - Ishka评价:对ARJ21飞机计划至今的回顾

Brian Zhang
General Manager of Marketing & Sales Division,
COMAC
Moderator
Eddy Pieniazek
Head of Analytics and Advisory,
Ishka

Ishka's Head of Analytics & Advisory - Eddy Pieniazek - delivers an in-depth view of COMAC's ARJ21 aircraft programme to date from a valuations perspective with exclusive guest Q&A. 从估值角度看,ARJ21计划发展如何? ARJ21计划取得成功对更广泛的市场产生了什么影响? ARJ21的未来预测。 Eddy Pieniazek —— Ishka咨询与分析主管 中国商用飞机有限责任公司 问答环节: - 您对当今中国航空业的总体看法是什么? - 您认为 ARJ21 的增长机会在哪里?(一带一路倡议?非洲?其他国际路线?) - 您认为中国航空公司正在哪些方面扩大网络? - 未来展望:中国飞机制造业前景如何?

  • How has COMAC’s ARJ21 developed from a valuations perspective? 

  • What impact has the success of the ARJ21 programme had on the wider market? 

  • Future projections for the ARJ21 

  • 从估值角度看,ARJ21计划发展如何? 

  • ARJ21计划取得成功对更广泛的市场产生了什么影响? 

  • ARJ21的未来预测。


问答环节:

  • 您对当今中国航空业的总体看法是什么? 
  • 您认为 ARJ21 的增长机会在哪里?(一带一路倡议?非洲?其他国际路线?) 
  • 您认为中国航空公司正在哪些方面扩大网络? 
  • 未来展望:中国飞机制造业前景如何?


English
English

The Ishka View: China / 演示|| 20分钟 - Ishka的观点:中国

Eddy Pieniazek
Head of Analytics and Advisory,
Ishka
Siddharth Narkhede
Analyst,
Ishka

Ishka's Head of Analytics & Advisory - Eddy Pieniazek - offers a detailed view of China's aviation market landscape. 对中国航空市场的复苏分析。H2的形成如何? 中国市场价值预测:区域和货机重点。 受欢迎的飞机类型的供应/需求前景。 Eddy Pieniazek —— Ishka咨询与分析主管 Siddharth Narkhede —— Ishka分析师

  • Recovery analysis of China’s aviation market. How is H2 shaping up? 
  • China market value forecasts: Regional & Freighter focus 
  • Outlook for supply/demand of popular aircraft types
  • 对中国航空市场的复苏分析。H2的形成如何? 

  • 中国市场价值预测:区域和货机重点。 

  • 受欢迎的飞机类型的供应/需求前景。

English

China’s shifting economy: what will it look like in 5 years’ time? / 演示|| 15分钟 - 中国不断变化的经济:五年后将会是什么模样?

Professor Ying Zhang
Associate Dean & Professor of Marketing and Behavioral Science,
Guanghua School of Business Management, Peking University

Professor Zhang delivers an insightful broad view of China's shifting economy in the next 5 years. - Trade and the Carbon Neutral Initiatives: The Revival Plan and the implications - Where will investment activity take place in China? 了解大局。中国的《五年规划》是什么经济计划? 人口密度/迁移预计会如何变化? 不断变化的消费者行为将如何影响航空业? 分析中央政府发展工业和农村地区的政策。 行业可以期望在哪里看到投资活动? 副院长光华管理学院张影教授 —— 北京大学光华管理学院副院长兼市场战略及行为科学教授

  • Understanding the bigger picture. What is the 5 year plan for China’s economy? 
  • How is population density and migration expected to change? 
  • How will changing consumer behaviour affect the aviation industry? 
  • A brief overview of central government policies to develop industry and rural areas. 
  • Where can the industry expect to see investment activity?
    • 了解大局。中国的《五年规划》是什么经济计划? 

    • 人口密度/迁移预计会如何变化? 

    • 不断变化的消费者行为将如何影响航空业? 

    • 分析中央政府发展工业和农村地区的政策。 

    • 行业可以期望在哪里看到投资活动?

     



English

A hard landing: How are Chinese lessors coping with pressures on the market? / 座谈会|| 40分钟 - 硬着陆:中国出租人如何应对市场压力?

Gang Li
Chief Executive Officer,
AerDragon Aviation Leasing
Andrew Weixi
Deputy General Manager,
CMB Financial Leasing
Xiaoge (Jerry) Duan
Chief Operations Officer,
Xiamen Aircraft Leasing
Moderator
Johnny Lau
Chief Consultant Aviation Business Services/CEO,
PwC/Astro Aircraft Leasing

- How is the Chinese leasing market structured and what challenges do lessors currently face? - What steps are lessors taking to manage their assets coming out of lease and into the secondary market? - Will second-hand/mid-life aircraft continue to be popular among lessors in the coming 12 months? - What funding options are currently available to lessors in the China market? - How has the crisis impacted Chinese lessors' appetite for new aircraft assets? Has there been a change for on-shore vs off-shore assets? - Has trading between Chinese lessors picked up since the vaccine roll-out? - 出租人目前面临哪些挑战? - 出租人如何管理其租赁即将期满的资产,并进入二级市场? - 未来12个月,飞机分拆和改装为货机市场会继续受到欢迎吗? - 中国市场上的出租人目前有哪些可取用的融资方式? - 这一危机如何影响中国出租人对新飞机资产的兴趣?在岸资产与离岸资产是否发生了变化? - 自疫苗推出以来,中国出租人之间的交易是否有所回升? - 这一危机如何影响中国出租人对新飞机资产的兴趣?在岸资产与离岸资产是否发生了变化? - 自疫苗推出以来,中国出租人之间的交易是否有所回升?

    • What challenges do lessors currently face? 

    • How are lessors managing their assets coming off lease and into the secondary market? 

    • Will the aircraft part-out and cargo conversion markets continue to be popular in the coming 12 months? 

    • What funding options are currently available to lessors in the China market? 

    • How has the crisis impacted Chinese lessors' appetite for new aircraft assets? Has there been a change for on-shore vs off-shore assets?  

    • Has trading between Chinese lessors picked up since the vaccine roll-out?

      • 出租人目前面临哪些挑战?
      • 出租人如何管理其租赁即将期满的资产,并进入二级市场?
      • 未来12个月,飞机分拆和改装为货机市场会继续受到欢迎吗?
      • 中国市场上的出租人目前有哪些可取用的融资方式?
      • 这一危机如何影响中国出租人对新飞机资产的兴趣?在岸资产与离岸资产是否发生了变化? 
      • 自疫苗推出以来,中国出租人之间的交易是否有所回升?


English

The HNA group restructuring update: recovering aircraft from China / 座谈会|| 30分钟 - 海航集团重组更新:从中国回收飞机

Zhenfeng Yan
Partner,
JunHe LLP
Moderator
Leo Fattorini
Co-Head of Aviation & Partner,
Bird & Bird LLP

Fireside Chat - An overview of the HNA group insolvency/restructuring process to date - What legal challenges do lessors face in a restructuring of this scale? - Analysing the impact on investors and financiers. Where are the safeguards? - Silver linings: investment opportunities and the future of the HNA Group - Cape Town Convention considerations 对海航集团破产/重组流程至今的概述。 在这样规模的重组中,出租人面临哪些法律挑战? 分析对投资者和金融家的影响。有哪些保障措施? 一线希望:海航集团的投资机会和未来 《开普敦公约》的考虑

  • An overview of the HNA group insolvency/restructuring process to date. 

  • What legal challenges do lessors face in a restructuring of this scale? 

  • Analysing the impact on investors and financiers. Where are the safeguards? 

  • Silver linings: investment opportunities and the future of the HNA Group 

  • Cape Town Convention considerations. 

    • 对海航集团破产/重组流程至今的概述。 

    • 在这样规模的重组中,出租人面临哪些法律挑战? 

    • 分析对投资者和金融家的影响。有哪些保障措施? 

    • 一线希望:海航集团的投资机会和未来 

    • 《开普敦公约》的考虑




English

Ishka Valuations: a review of the ARJ21 aircraft programme to date with guest Q&A / 演示|| 20分钟 - Ishka评价:对ARJ21飞机计划至今的回顾

Brian Zhang
General Manager of Marketing & Sales Division,
COMAC
Moderator
Eddy Pieniazek
Head of Analytics and Advisory,
Ishka

Ishka's Head of Analytics & Advisory - Eddy Pieniazek - delivers an in-depth view of COMAC's ARJ21 aircraft programme to date from a valuations perspective with exclusive guest Q&A. 从估值角度看,ARJ21计划发展如何? ARJ21计划取得成功对更广泛的市场产生了什么影响? ARJ21的未来预测。 Eddy Pieniazek —— Ishka咨询与分析主管 中国商用飞机有限责任公司 问答环节: - 您对当今中国航空业的总体看法是什么? - 您认为 ARJ21 的增长机会在哪里?(一带一路倡议?非洲?其他国际路线?) - 您认为中国航空公司正在哪些方面扩大网络? - 未来展望:中国飞机制造业前景如何?

  • How has COMAC’s ARJ21 developed from a valuations perspective? 

  • What impact has the success of the ARJ21 programme had on the wider market? 

  • Future projections for the ARJ21 

  • 从估值角度看,ARJ21计划发展如何? 

  • ARJ21计划取得成功对更广泛的市场产生了什么影响? 

  • ARJ21的未来预测。


问答环节:

  • 您对当今中国航空业的总体看法是什么? 
  • 您认为 ARJ21 的增长机会在哪里?(一带一路倡议?非洲?其他国际路线?) 
  • 您认为中国航空公司正在哪些方面扩大网络? 
  • 未来展望:中国飞机制造业前景如何?