Mba

Morten Beyer & Agnew (mba Aviation) — Aviation intangible-and-tangible asset valuation corpus: independent appraisals of airport slots, gates and routes (SGR) plus aircraft and enterprise valuations, maintained as a published reference-price portal (redbook.aero) and an aircraft ranking model, together with the collateral-valuation history behind EETC/ABS portfolios — i.e. point-in-time asset values, loan-to-value maintenance appraisals, lease and residual curves, and the regulatory/enforceability classification per jurisdiction that determines whether a slot is collateralisable at all.. Bout…

Mba offers (Alternative, Price, Reference, Fundamental) — Deep rather than wide — the asset universe is bounded by reality: roughly 100-odd Level 2 and Level 3 coordinated airports globally by region (North America, Europe, Asia-Pacific as charted from IATA/FAA), each with a finite slot pool, plus the aircraft fleet covered by the ranking model. Concretely, the brief sizes the SGR-collateralised debt market at close to $8.0bn outstanding as of Dec 2016, which bounds the population of appraised collateral positions; the published record spans slot and route transaction history from the 1980s-1990s onward..

Airport slot pricing and slot-bank valuation models (the single hardest thing to price in aviation); airline credit and distress-prediction models using slot collateral as recovery collateral; EETC/ABS underwriting and recovery-rate models; airport capacity scarcity indices for infrastructure investment; asset-backed lending risk models; airline break-up / bankruptcy recovery simulation; scarce-asset allocation models for network planning; benchmark corpora for illiquid-asset appraisal automation and appraisal-AI evaluation; cross-jurisdiction regulatory-impact models on asset value.

Coverage spans US, UK, APAC, China/HK; Research & Consulting Services, Passenger Airlines; alternative, price, reference, fundamental; equities, fixed_income, structured_products, commodities.