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Apparently Ailexi is an E-commerce company.
https://www.kanzhun.com/firm/info/1nJ6296_F1ZW.html?ka=syn_com_company_index
Zunyi Clinic confirmed!
https://www.kanzhun.com/firm/info/1nF52dS8GFRR.html
That article was pretty interesting. There was also a link to the subject of the article(Yongbaichao) on that page and clicking it led to several other articles about them.
Here’s the articles that I found following Roman’s link:
Life | The wine of life is generally "loneliness"
12/06/21
Yongbaichao New Retail (Shenzhen) Co., Ltd.
12/02/21
Drink·Hi | Yongbai Dynasty Soy Sauce and Wine Lovers Club Established
11/29/21
How can you not understand "tannins" when drinking soy sauce?
11/28/21
Survey | Have you ever drunk "regretful wine?"
11/26/21
Good wine is like a beauty, and you can't live up to it!
11/24/21
No need to be careful of the liver, soy sauce wine: the real "little baby" in liquor
10/28/21
After watching "Changjin Lake", raise your glass to salute the hero, and cherish it...
10/16/21
Trend | It still has to rise. Tibetan winers buy up or not down.
10/09/21
Most smart people are good at wine!
10/06/21
Yongbai Dynasty "Five Dexiyun" Sauce-flavored Wine
10/06/21
I don't know the taste of wine when I'm young. I'm already middle-aged.
10/03/21
"Business Model of the Yongbai Dynasty" and "Business Logic of Wang Fei"
10/02/21
List of confirmed Ebeier Clinics
Guiyang
Renhuai
Shenzhen
Shenzhen #2
It’s the 100 cities and 1000 stores plan!
I can’t watch the video now but I have some info on renhuai.
Renhuai is home to moutai city. Similar to champagne France, in order for liquor to have the prestigious title of moutai, it must be brewed in moutai. Therefore, their brewery/distillery is located here.
Renhuai is also the hometown of their bloated and incompetent competitor Kweichow.
Yea in the comments she says this is the Shenzhen store so S seems appropriate.
Zhong Chuanju
2021.08.24
author
...
This is our Shenzhen Yibeier store opened today
I think there is a Zunyi store also, maybe it's still being built. I remember seeing a reference somewhere.
Mr. Wang was Born in Shandong Province of China where the cradle of Confucian culture. He funded Yong Bai Chao in 2020 and has served as the Chief Executive Officer and Chairman since September 2020. Mr. Wang holds a bachelor's degree in architecture from Inner Mongolia University of Science and Technology, and served as Chief Executive Officer of the Shandong Royal Art Cultural Company in 2017 to 2019, a dean of the Design Institute in Shandong Mingjia Group co., Ltd between 2015 to 2017, and a Vice President in the 7th Aerospace Construction Corporation from 2011 to 2014 respectively.
https://www-qcc-com.translate.goog/firm/360c06691b3f3cf391ca6ea4e6847cde.html?_x_tr_sl=auto&_x_tr_tl=en&_x_tr_hl=en-US
The reason this is so important is because Fei Wang already owns a “culture company” with $10 million registered capital, that is not currently part of the Yongbai Dynasty as far as we know. This is a hint that it might join the club!
TV AND RADIO STATION!!
https://m.qixin.com/company/8491149a-3844-45d4-bbce-ad94a65f2fc2
Firemedic that looks like they are having some big convention. I won’t be surprised if we see something big tomorrow.
Have you guys seen this one before? The caption basically confirms Roman’s explanation of how investing would work for them in China.
Congratulations to the first batch of national shareholders of Yibeer. I'm going to receive the monthly dividend soon!
https://www.douyin.com/video/6981376396555865385
TV and Radio Station!
[Ebeier]The decoration of Guizhou Radio and Television Station Store has been basically completed, and all the staff of doctors, nurses, store managers and consultants imported
https://www.douyin.com/video/6997980664599497999
Or maybe you’re right, Roman, and it means something like “satellite location”
They are starting a TV company just wait
Soothing and refreshing Ultra Violet Light Bath for your face!
Hopefully not that
Okay so Kweichow is currently the largest liquor distillery in China.
If you search google for Kweichow then go to their Wikipedia page you can find the Chinese version of their name. Copy that and paste it in google and find the Baike.baidu.com listing for Kweichow.
Scroll down the page and see a dangerous sight for any company. Since 2018, they’ve had a nearly annual turnover of senior management.
Then there’s this article from July of 2021:
What happened to Guizhou Maotai, which fell by a market value of 1.12 trillion yuan?
https://www.jiemian.com/article/6411729.html
The article claims that it’s the pandemic driving down Kweichow’s value but I think we know the real reason.
Radio and Television Station?!
Back on my IPad now and I can watch those videos. Good eye, spotting the differences.
I was just going through some of the videos on Han Ze’s account and I noticed that one says:
Yibeier Light Medical Beauty Clinic Chain Brand Guiyang Radio and Television Station stores are about to open, please stay tuned!
Awesome! Hey YBCN, please give us a list of all locations opened!
Worth a shot.
How are we going to get a case of moutai? Can we apply for a special permit? Can we hire someone in fiverr to bring it over on a boat? Surely there is a (legal) way.
Edit: Never mind, I just read about it on cbp.gov and it sounds like it’s painful and expensive. Much easier to buy a bottle of vodka and pretend its moutai.
Confucius say, “if the Americans want more brewery videos, then make more brewery videos!”
https://www.douyin.com/video/7048446188240063780
This is possibly one of the Yongbaichao Trading Company locations.
https://www.douyin.com/video/6892282406376590606
My plan after this stock blows up is to just buy whatever NobleRoman buys. However, now I am slightly concerned because he might be falling for a cyborg and there's no predicting how this will effect his future picks.
My conspiracy theory side wonders if Yang Li is WENDY.
My conspiracy theory side also wonders if Yaru Wang is Fei's wife and was originally Yaru Ma, and our business is actually the result of a Royal Marriage between the SF Express and Alibaba dynasties.
It seems like these new videos coming out are more geared towards showing off the value of the company than any of the others. Maybe we’ve got a big Jan 1st announcement coming…
I'm gonna have to refer you back to a clue we discovered a few weeks back.
Yongbaichao is hiring 4 dermatologists:
https://jobs-51job-com.translate.goog/all/coUTEGalY3U2RRMlQ0Uz8.html?_x_tr_sl=auto&_x_tr_tl=en&_x_tr_hl=en-US
The job description is for the Guiyang clinic, all but guaranteeing that the clinics are under the Yongbaichao umbrella and also indicating the level of quality of these beauty clinics.
One way to gauge the value of these clinics is to try to price the equipment seen in the videos. I looked up one device and found a similar version same brand on Alibaba for ~$10,000.
The website you asked about, Roman, was ebeier.cc
I love how all of these videos have life advice as the caption. In America this would be frowned upon as being pretentious, but it seems like in China they acknowledge that everyone has different knowledge of the world they live in and encourage each other to share the knowledge.
Tencent is the big telecom company of China. I'm going to assume that the 5 companies on that screen are the five companies they have "partnered with". So for JD(the one with the dog) that means JD is selling their products, but in the case of Tencent and the train one, I assume it means they are running ad campaigns.
That video almost looks like it was made just for us.
Ailexi, we have almost no information on, but since you're doing such exceptional DD I guess I can cough up a little bit.
Official Ailexi TikTok Account
Also, interesting take on the use of Zero Harmony to make investing simpler for Chinese investors. I'm not at all familiar with the process but it sounds like a win-win.
Every company that owns part of Yongbaichao, Fei Wang owns a part of. Since the merger paper stated that Wang owns 100% of Yongbaichao, I think there is a chance that these companies will end up owned by Yongbaichao when the next filing is released.
Yongbaichao New Retail
(91440300MA5GDQFF0G)
Registered Capital: RMB 3.3 million
Registration Date: 9-28-2020
Legal Representative: Wang Fei
Employees:
1. Wang Fei
2. Peng Jun
3. Lu Zheng Peng
Shareholders:
1. Wang Fei 70%
2. Zero harmony Investment Holding Group 15%
3. Anti-aging biotechnology 5%
4. Shenzhen Xiyun Industrial Investment Partnership 5%
5. Renhaui Shenchao Trading 5%
Companies Owned:
1. Shanghai Yaochu Electronic Information Technology Company 100%
2. Ebel Clinic Mangement 90%
3. Ailexi Health Exploration Company 90%
Address:
4601 Block A, Jingji Binhe Times Square, Xiasha Village, No. 9289, Binhe Road, Xiasha Community, Shatou Street, Futian District, Shenzhen
Ebel Clinic Management
(91440300MA5GMRP620)
Registered Capital: RMB 3 Million
Registration Date: 3-11-2021
Legal Representative: Wang Fei
Employees:
1. Wang Fei
2. Yang Li
Shareholders:
1. Yongbaichao New Retail 90%
2. Yang Li 10%
Address:
4602 Block A, Jingji Binhe Times Square, Xiasha Village, No. 9289, Binhe Road, Xiasha Community, Shatou Street, Futian District, Shenzhen
Ailexi Health Exploration Company
(91440300MA5GU9092B)
Registered Capital: RMB 2.68 Million
Registration Date: 6-17-2021
Legal Representative: Mi Ruifen
Employees:
1. Mi Ruifen
2. Yang Li
Shareholders:
1. Yongbaichao New Retail 90%
2. Mi Ruifen 10%
Address:
4603-1 Block A, Jingji Binhe Times Square, Xiasha Village, No. 9289, Binhe Road, Xiasha Community, Shatou Street, Futian District, Shenzhen
Anti-Aging Biotechnology (Guangzhou)
(91440101MA5CP1WK3Q)
Registered Capital: RMB 3 million
Registration Date: 4-08-2019
Legal Representative: Zhou Weijun
Employees:
1. Zhou Weijun
2. Yang Li
Shareholders:
1. Wang Fei 49%
2. Yang Li 41%
3. Zhou Weijun 10%
Address:
201 2nd Floor, No. 6, Dongping Zhifu Road, Yongping Street, Baiyun District, Guangzhou City
The brewery video is so important!
First off it shows we are not just a label slapped onto someone else's product. That guarantees a much higher initial investment and therefore a much higher expectation of profits.
There's another less obvious aspect that the brewery indicates for us and that is quality. The way they are building locations so quickly could indicate that they are doing it extremely cheaply. If they were buying their wine from someone else then this would most likely be the case. If any part of the operation is done cheaply then it's safe to assume other parts would be as well, ie Ebeier Clinic.
Having the brewery is proof that they are not a get rich quick operation. Not some flaky service industry that could disappear tomorrow. They are producing and selling their wines. They have alcohol clubs which look amazing. The Ebeier clinics look really well designed and full of technology. PLUS there is still the Shanghai Electronic Information Technology Company and the Ailexi Health Exploration Company, which we know almost nothing about. These are just bonuses at this point.
One more note, Ebeier clinic management has in their list of operations, producing equipment for medical companies. It's possible that we will eventually find an Ebeier factory that is producing high tech equipment for the Ebeier clinics.
Thanks for the advice Roman! I’m not actually gonna do it, but that brewery video makes it pretty clear that it would probably be a safe bet. They have to supply their national chain of liquor clubs in addition selling their product in liquor stores so it makes sense that their brewery is huge.
The aggressiveness of their growth coupled with the fact that each part of their operation is high quality means Wang likely had far more to invest in this venture than we suspected, and when he says he intends to get listed on NASDAQ, I think that’s exactly what he means.
Oh wow I think this must be the video Roman meant to post. Gonna go show it to the wife and see if she’s cool with taking out a second mortgage on the house.
https://www.douyin.com/video/7047007215558937886
Super jealous of you both but the timing was good for me and my wife surprisingly cooperative so I can’t complain too much that I have a meager 200k shares.
Whoever is selling right now must already have plenty of money and just be really nice.
And I hate being wrong
Also, great finds Roman! I wish I had my iPad with me now so I could watch them!
10x($.30) is a reasonable and conservative estimate in my opinion. $3 is also entirely obtainable, but far too much to dare hope for.
It could even go higher if everything were perfect, but I can’t imagine any scenario, short of an asteroid falling on one of those clubs while the Wang family is inside, where it is less than $.30 past March.
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