Aamir Bhat

@GainersStock Northern Arc

If you feel and have good confidence that any stock has strong upside potential and has corrected heavily in this market correction. mention the name in the comment box. I will analyse it and share my view. 📊 Mention the Name in co #StockMarket #MarketCorrection #LongTermInvesting #QualityStocks #BuyOnDips #IndiaMarkets #IranWar #USWar

@REDBOXINDIA With the tax increase, they are actually going to lose more, not less

9 OUT OF 10 RETAIL INVESTORS WERE LOOSING MONEY IN F&O SO GOVT HAD TO TAKE SOME STEPS: KOTAK SHAH

@bhash Build quality clearly sub-standard lag rahi hai. Panels ke beech visible gaps hain. Aur upar se yeh yellow/red switch, bilkul cheap aur out of place lag raha hai. Product may be good, but overall poor finishing

Getting ready with our शक्ति product! Coming soon to all our stores! Built with the same 4680 Bharat cell that goes into our vehicles🔋

@Sandeep_Majj Is gold still a good buy or overbought?

Free for the next 45 mins - ask me anything related to sectors / economy / stock market investing or trading - no stock related questions please Let’s go :) #stockmarketsindia

@PulkitA30298377 True.. and restlessness is the whisper before the eruption 🚀

@aamirMbhat "Only the clouds understand the restlessness of the Earth."

#Northern Arc Capital Added in avoid list without any reason

@saumyakothari91 @vineetrjoshi @grok @varinder_bansal Yes, ICICI Securities and DAM Capital initiated coverage

@vineetrjoshi @grok @varinder_bansal I think he is referring to Northern Arc

2 brokers initiating coverage on a company during the weekend - more importantly the company is an NBFC which is a hated sector. Slowly, steadily but surely.

NORTHERN ARC: COMPANY TARGETS 2/3 AUM FROM DIRECT-TO-CUSTOMER SEGMENT IN 3 YEARS; AIMS ROA OF 3.7%-4% & ROE OF 16%-18% BACKED BY STRONG RETAIL ENGINE, TECH STACK, AND GRANULAR PORTFOLIO

Some may call it a muted quarter, but I see it as another display of resilience. As always, their commentary stood out. Today’s concall wasn’t just confident, it was genuinely optimistic. CP: 244.50 #NorthArc #NorthernArc

@Sandeep_Majj 💯

The longer I spend in the markets, the more I realize that success depends far less on the method you use and far more on your mindset. Your strategy might account for 30–40% of your results, but it’s your psychology — your discipline, patience, and emotional control — that ultimately determines whether you succeed or fail. The truth is, one can make exceptional returns with a very average method if their mindset is solid, while even the best strategy can lead to subpar results in the hands of someone who lacks psychological control.

@Tanmay_31_ @Papa_Indori @dhurtaadmi @MODIfiedASHISH Based on the management’s forward guidance for FY26,I estimate the fair value of the stock to be around 245. In your view, how much upside potential remains from current levels? Over the medium to long term,do u foresee a rerating, possibly towards a 2x–3x P/B. Thanks

@Papa_Indori @dhurtaadmi @MODIfiedASHISH How will I know that 😅 Given It's fundamentals and Valuations, it should go in medium term

▪︎ Exited 90% Ellenbarrie Industrial Gases at 580 Made 45% Plain Vanilla Returns in a week ▪︎ Exited HDB Financial Completely at 873 18% Vanilla in a week A Very Good Week For IPO Investors 🤩

@chetanmahur25 @aditya942000 Who picked up the rest? Over Rs 440 crore worth shares changed hands today. Seller is 360 one opportunities fund

@aditya942000 I am betting big on this counter... invested from some time

BULK DEAL ALERT:🚨 Northern ARC Capital COHESION MK BEST IDEAS (Madhusudan Kela) Bought 10,00,000 shares @ Rs.208.83

@sankhadip_c @EquityInsightss Given the very low retail float, retail is unlikely to absorb such a large volume. The shares are more likely taken up by institutional/strategic investors.

@EquityInsightss Isnt the buying much lesser compared to selling? Means big free float will be there for days...bad for movement 🥲

Northern ARC : Huge Volumes Around 14% equity comprising 2.23 Cr shares exchanged hands FY26 Guidance (P/B : 0.9x) - AUM growth 22–25% - D2C share to rise from 52% to 60% in medium term - Credit cost to stay in 240–250 bps range

@EquityInsightss Who picked up the rest? Over Rs 360 crore worth of shares sold by 360 One.

360One Special Opportunities Fund exited Buyers - Bnp Paribas - Cohesion MK Best Ideas (Led by Madhu Kela)

@BrightermindAIF Who picked up the rest? Over Rs 440 crore worth shares changed hands today. Seller is 360 one opportunities fund

🚨Bulk Deal Alert Northern Arc Capital Ltd Buyer 1: BNP PARIBAS FINANCIAL MARKETS Bought: 8,67,328 shares Price: Rs. 202.46/- Value: 17.56 crores Buyer 2: COHESION MK BEST IDEAS SUB-TRUST Bought: 10,00,000 shares Price: Rs. 208.83/- Value: 20.88 crores Cumulative Buying: 38.44cr #StockMarket #BulkDeals #NorthernARC

@shubh_labh_2026 @AskPerplexity Block deal worth 400 crores at an average price of 197.

@mannu_511 @ETNOWlive @grok Citigroup

@ETNOWlive @grok who bought those shares?

#NewsAlert | Hyundai Motor sells 108.9m Ola Electric shares; Kia Corp sells 2.71 cr Ola Electric shares: NSE #hyundaimotor #KIA #OlaElectric

@chetanmahur25 Recording available on their website.

@aamirMbhat Do you have a link for the recording?

Northern Arc Capital : Despite sector challenges, the results are Okayish. Just heard the management's commentary—clear, confident and thorough, showing they know their stuff. Holding on firmly. #NorthernArc #NorthArc

@_Stocksy Is this a good price range to accumulate?

#NORTHARC -one more tight day