ISTAT Jetrader - Winter 2022 - 35

AUDIENCE POLLS
When will global traffic return to
pre-pandemic (i.e., 2019) levels?
* 2022: 10%
* 2023: 31%
* 2024: 55%
* 2025: 3%
Which manufacturer has the better
narrowbody product family?
* Airbus by a lot: 48%
* Airbus by a little: 23%
* Neither - both about
equal: 14%
* Boeing - by a little: 11%
* Boeing - by a lot: 4%
Butler asked Reid and Hardge about the impact
COVID-19 had on their airlines, as well as the level of
government support they received.
divisional vice president of financial
services for Singapore Air; Christin
Lodberg, vice president of customer
finance at Airbus; Richard Finlayson,
managing director and head of asset
finance and leasing for Asia Pacific and
Japan at Deutsche Bank; and Jeffrey
Lam, president of ST Aerospace.
The panel focused on appraising the
year to come, both in terms of business
and leisure travel; airline credit lessons
to apply to a post-COVID-19 world;
inflation and if we can expect airlines
to defer orders; airlines' appetite for
leasing; and capital markets topics.
The next panel, " Restructuring
and Recovery for Asian Airlines, "
was moderated by Gerry Butler, chief
commercial officer at CALC. Butler
was joined by Ian Reid, senior financial
advisor at Philippine Airlines, and Nick
Hardge, manager of leasing and aircraft
trading at Virgin Australia.
Butler asked Reid and Hardge
about the impact COVID-19 had on
their airlines, as well as the level of
government support they received. They
delved into the ways each restructured
during the pandemic and what their
airline looks like today. The panel
also touched on supply chain issues,
inflation and the pending recession.
The Finance Panel was next, which
was moderated by Sarah Conway,
senior vice president and head of lessor
origination, pricing and structuring for
aviation investment management at
Deucalion Aviation. Panelists included
Which manufacturer has a
better widebody passenger
product family?
* Airbus by a lot: 1%
* Airbus by a little: 16%
* Neither - both about
equal: 14%
* Boeing - by a little: 33%
* Boeing - by a lot: 36%
How many 777-300ERs will be
converted to freighters over the
next 20 years?
* <50: 3%
* 51 - 100: 20%
* 101 - 150: 47%
* 151 - 200: 13%
* <50: 17%
* WIN TER 2022 * 35
ISTAT Jetrader - Winter 2022

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