MINISO Group Holding Limited
boothcheck covers MINISO Group Holding Limited (MNSO) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed June 27, 2026.
• MINISO runs a global network of variety-and-lifestyle stores built on licensed and proprietary intellectual property, plus the fast-growing TOP TOY brand, and the model earns a high return on capital, with return on equity around 25% and return on invested capital far above its cost of capital. • The defining tension is valuation against execution: the price embeds roughly 37% annual operating growth for five years, a pace only about a quarter of fast-growers have ever sustained, even though r
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97 institutional managers reported holding MNSO in 13F filings for the quarter ended 2026-03-31. Together they hold about 1% of the company; the top 10 hold 1%. 18 opened new positions that quarter. Held by Marshall Wace, Millennium Management, UBS, among others. On the short side, 2.1M shares were sold short as of the 2026-06-15 count, about 0.2% of shares outstanding (3.1 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
MNSO's share count grew 12.2% over the past five years. It pays a dividend. Cash returned over the past three years: $299.02M in dividends.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at MNSO over the trailing three years: 2026: 2 buys totaling $13.80M. 5 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.