PRODUCT
This is where you would find Tracked Hours & Cycles, Fuel Burn and Emissions within Fleets Analyzer
Trends tab
How often are CMVs updated in Value Trends?
Throughout the year
The act of mindfully hearing and attempting to comprehend the meaning of words in a way that improves mutual understanding
Active Listening
Full-life Values
This assumes that the airframe, engines, (propellers, blades, gearboxes where relevant) landing gear, APU and all major components are either new or have just undergone a major overhaul, inspection or performance restoration
A place where buyers and sellers indulge in trade (buying/selling) of financial securities like bonds, stocks, etc.
Capital Markets
A diagnostic analytics tool to monitor and benchmark trends and liquidity metrics by aircraft or engine-sub-series
Value Trends
2 Personas Value Trends was designed for
• Senior manager at a lessor or bank
• Investment or research analyst at an NBFI
• Asset manager at a lessor or bank
• Analysts in search of historical-to-current-to-future value trends
The 4 sections of the Differentiation Grid
Cool Stuff, Differentiators, Trivial and Core
Soft Market Value
A scenario where the world's principal traffic generating regions are in the middle of a recession or a period of economic stagnation, which historically have a negative impact on aircraft values
These analysts develop and implement complex mathematical models that the fund uses for analysis of markets, and risk monitoring y
Quant
This measures how deep future market values could fall below the Base Value forecast under assumption of a balanced market to a 95% confidence interval
Downside Volatility
2 differentiators of VTS vs. Value Trends
VTS is much more granular and presents a flat file version of value trends and is designed to be used by analysts OR
Offline VTS does not include the macro event commentary provided by our expert team of consultants OR
quick and easier way to monitor and benchmark
aviation assets and liquidity metrics and understand how they have performed in the context of different macro events
Stakeholders need to have confidence in these three areas to reach consensus to buy
Solution, Transition, Financial
These are adjusted twice a year – a full review in July and year-end inflation in January
Base Values
A financial statement that reports a company's assets, liabilities, and shareholder equity at a specific point in time
Balance Sheet
The Ascend Leasing Returns Index
A model that estimates monthly returns from equity investment in commercial aircraft leasing through detailed analysis of the Fleets Analyzer and Values Analyzer databases
These are the Liquidity Metrics found in Value Trends
• Total In Service
• Total In Storage
• Number of Lessors
• Number of Operators
• Percentage (%) In Storage
The "Value Statement Structure"
Issue, Action, Value
Lease Encumbered Value
The present value of the lease stream and the Future Value of the aircraft at lease end
These individuals are in charge of a certain amount of the assets of a fund
Portfolio Manager
With this, clients can understand the short, medium and long-term outlook of an aviation asset or engine
Asset Market Commentaries
These are the values Value Trends can provide
• Half Life Base Value (with an % inflation rate option)
• Half Life Market Value
• Market Lease Rate
• Base Lease Rate
• Market Lease Rate to Market Value
• Market Value to Base Value
Stakeholder attributes
Focus (interest in the project), Decision (role in the decision) and Influence (perceived level of influence for this project)
Downside Risk Value
The underlying economic value of an aircraft or engine in a weak, imbalanced market with supply exceeding demand
The minimum acceptable rate of return on an investment that must be achieved before an investment or project is considered financially viable
Hurdle Rate