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Insider Cluster (2 insiders) ·Filed Jun 2, 2026

MNSO

MINISO Group Holding Ltd
BULLISH
Impact 5/10
Horizonweeks Processed4mo ago
Insider cluster: 2 insiders, $8.5M total
Actionable Insight ▲ Bullish

The CEO and VP buying in near-perfect lockstep at a 52-week low is a strong bullish signal, especially given the 88% analyst buy rating. Monitor for any upcoming earnings or strategic announcements that could catalyze a reversal. The cluster's size (0.2% of market cap) is modest but amplified by the C-suite participation and open-market nature.

DirectionBullish
Confidencemedium
Horizonweeks
Final — all horizons settled through T+60d ⚠ clustered
MNSO ▼ -15.28% at T+60d
LONG call ✗ call lost -15.28% · α vs SPY -16.40% · entry $13.48 → $11.42
Entry = T+0 close
Jun 2, 2026
via day close
T+1d
-1.56%
call -1.56% · α -0.86%
$13.27
settled 5mo ago
T+5d
-2.08%
call -2.08% · α +0.89%
$13.20
settled 5mo ago
T+20d
-9.64%
call -9.64% · α -8.08%
$12.18
settled 4mo ago
T+60d
-15.28%
call -15.28% · α -16.40%
$11.42
settled 2mo ago

Price Chart

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Executive Summary

CEO Ye Guofu and VP Yang Yunyun made open-market purchases totaling $8.51M on May 29 and June 1, 2026, at an average price of ~$3.27-$3.35. This represents ~0.2% of MNSO's $4.2B market cap, a modest but notable insider buy cluster.

Key Financial Metrics

Direction
buying
Total Value
$8.5M
Insiders
2

Key Facts

  • CEO Ye Guofu purchased 1.45M shares total ($4.76M) on May 29 and June 1
  • VP Yang Yunyun purchased 1.45M shares total ($4.76M) on the same dates
  • Total cluster value: $8.51M, representing ~0.2% of MNSO's $4.2B market cap
  • All transactions were open-market purchases (code P), not grants or tax withholdings
  • Purchases occurred at prices ~$3.27-$3.35, near recent lows
  • 88% of analysts rate MNSO as Buy or Strong Buy

Financial Impact

Insiders invested $8.51M of personal capital at ~$3.27-$3.35/share, a meaningful vote of confidence at 0.2% of market cap

insider ownershipmarket sentiment

Risk Factors

  • Cluster size is only 0.2% of market cap, not transformative
  • No accompanying corporate catalyst (earnings, buyback, guidance) filed simultaneously
  • OTC listing may amplify volatility and limit liquidity

Market Snapshot

Exchange
OTC
Sector
Retail-Variety Stores
Analyst Consensus
88% bullish (24 analysts)

Investment Themes

Consumer & Retail

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-MNSO-1780401784979
21 reports for MNSO
Performance horizon
67% Hit rate @ T+1 2 of 3 directional calls Went positive at some point 2 of 3 best @ T+1▲ +3.52%Oct 14, 2026
Filters
Rows
Reports for MNSO — sortable, filterable
TypeNow
Oct 26, 2026
1d ago
6-K
NEUTRAL ★ 2/10
$10.05awaiting T+1—$9.85 (−1.99%)
Oct 21, 2026
6d ago
6-K
NEUTRAL ★ 2/10
$9.86 $10.21▲ +3.55%▲ +4.73%$9.85 (−0.10%)
Oct 14, 2026
13d ago
6-K
BULLISH ★ 5/10
$10.22 $10.58▲ +3.52%▲ +3.24%$9.85 (−3.62%)
Oct 9, 2026
18d ago
6-K
NEUTRAL ★ 3/10
$9.60 $9.73▲ +1.35%▲ +1.41%$9.85 (+2.60%)
Oct 5, 2026
22d ago
6-K
NEUTRAL ★ 3/10
$8.89 $8.91▲ +0.23%▼ −0.32%$9.85 (+10.80%)
Sep 30, 2026
27d ago
Insider Buy
BULLISH ★ 5/10
$9.29 $9.13▼ −1.72%▼ −1.90%$9.85 (+6.03%)
Sep 29, 2026
28d ago
6-K
BULLISH ★ 4/10
$9.22 $9.29▲ +0.76%▲ +0.96%$9.85 (+6.83%)
Sep 29, 2026
28d ago
6-K
NEUTRAL ★ 3/10
$9.22 $9.29▲ +0.76%▲ +0.96%$9.85 (+6.83%)
Sep 23, 2026
4w ago
6-K
NEUTRAL ★ 3/10
$8.98 $8.93▼ −0.56%▼ −0.47%$9.85 (+9.69%)
Sep 17, 2026
5w ago
6-K
NEUTRAL ★ 3/10
$8.80 $8.60▼ −2.27%▼ −2.15%$9.85 (+11.93%)
Showing 10 of 21

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Report published Jun 2, 2026