Yellow On The Brink: Asset Sale Through Bankruptcy Looms
Portfolio Pulse from Piero Cingari
Trucking firm Yellow Corp. (NASDAQ:YELL) is reportedly considering an asset and real estate sale through a bankruptcy filing. A potential financial bidder has shown interest in the assets. Yellow Corp. is grappling with over $1 billion in debt due next year, which it has found challenging to refinance. Creditors, led by Apollo Global Management Inc. (NYSE:APO), are reportedly close to striking a deal to inject fresh cash into Yellow during the anticipated bankruptcy.

August 04, 2023 | 8:14 pm
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NEGATIVE IMPACT
Yellow Corp. is considering bankruptcy and an asset sale. It has over $1 billion in debt due next year.
The news of potential bankruptcy and asset sale indicates financial distress, which is likely to negatively impact the stock price in the short term.
CONFIDENCE 90
IMPORTANCE 100
RELEVANCE 100
NEUTRAL IMPACT
Apollo Global Management Inc. is reportedly close to striking a deal to inject fresh cash into Yellow Corp. during the anticipated bankruptcy.
Apollo's potential cash injection into Yellow Corp. could be seen as a risky move, but it could also potentially yield high returns if Yellow Corp. recovers. This creates uncertainty, hence a neutral impact on the stock.
CONFIDENCE 85
IMPORTANCE 80
RELEVANCE 70