$Zentra Group Company Limited(ZTG)$ The market is not just selling a bad quarter here. ZTG has a full stack of issues: extreme price volatility, negative operating cash flow, concentrated customers, related-party exposure, and a proposed acquisition that more than doubles the share count. That’s why this case deserves attention.
$Lotus Technology(LOT)$ Went through LOT’s latest earnings call. Deliveries grew 39% YoY and revenue increased 23% to US$268m. Looks like the company is building much stronger business momentum now.