📌 TOPINDIATOURS Update startup: TikTok surges 🛍️, Grab turns profitable 💰, Ant &am

Dear subscribers,

This week’s edition reflects a digital economy entering a more decisive phase. Social commerce is scaling into infrastructure as TikTok Shop cements regional dominance, while Grab’s profitability signals a broader shift from hypergrowth to disciplined execution. Telecom resilience, EV expansion into Jakarta, and large-scale healthcare investment in BSD City highlight strengthening sectoral foundations. At the same time, capital market reforms, AI commitments from global tech giants, renewable-powered data centers, and Ant International’s regional payments push underscore rising institutional confidence. With Indonesia’s eTrade readiness under review, the focus now turns from rapid expansion to building a more integrated, inclusive, and execution-driven digital ecosystem.

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🚨 What’s New

• TikTok Shop’s SEA Surge Signals Indonesia’s Commerce Dominance
  TikTok Shop is projected to reach US$64.3 billion in GMV by 2025, with Southeast Asia emerging as the primary growth engine and Indonesia standing as its largest market. The region continues to outpace other geographies in social commerce adoption. The combination of short-form video, creator-driven discovery, and seamless checkout has accelerated transaction velocity at scale. For Indonesia’s digital ecosystem, this reinforces the structural shift from traditional marketplace traffic to content-driven commerce. The implication is clear: live commerce is no longer experimental, it’s infrastructure.

• Grab Turns Profitable, Proving Platform Discipline Pays Off
  Grab reported its first full-year net profit in 2025, marking a pivotal moment after years of aggressive expansion and heavy investments. As detailed in its latest earnings release on Grab, improved cost discipline and ecosystem monetization across mobility and financial services drove the turnaround. The company’s performance underscores a broader regional trend: sustainable growth is now valued over hypergrowth. In markets like Indonesia, where Grab maintains a strong footprint, profitability signals maturity in the super app model. It also sets a new benchmark for tech companies navigating post-pandemic capital efficiency.

• Indonesia’s Telcos Strengthen the Digital Back
  Indonesia’s telecom sector is reinforcing its role as the backbone of the digital economy, led by solid performances from Indosat (ISAT) and XLSmart. ISAT recorded 1.1% revenue growth to IDR 56.51 trillion in 2025, with EBITDA rising 0.8% to IDR 26.59 trillion and margins reaching 47.1%, underscoring operational resilience despite recent share price pressure. Meanwhile, XLSmart posted 23% revenue growth to IDR 42.5 trillion and a 63% jump in normalized net profit post-merger, serving 73 million subscribers with data contributing over 90% of revenue. As 5G rollout expands and integration synergies materialize, telcos are moving beyond basic connectivity to anchor AI, cloud, and enterprise digital transformation across Indonesia.

• VinFast Eyes Jakarta with Battery-Swap E-Scooters
  Vietnamese EV manufacturer VinFast plans to launch battery-swap electric scooters in Jakarta by 2026. The model aims to address range anxiety and charging infrastructure gaps through rapid battery exchange stations. Indonesia’s urban mobility challenges and strong two-wheeler culture create fertile ground for this strategy. With regulatory support for EV adoption accelerating, Jakarta becomes a logical expansion hub. The move intensifies competition in the region’s growing electric mobility race.

• Sinar Mas Land’s LLV Bets Big on Healthcare, Develops 60-Hectare SEZ in BSD City

  Living Lab Ventures (LLV), the corporate venture arm of Sinar Mas Land, is transforming BSD City into a leading healthcare hub through a 60-hectare International Education, Technology, and Health SEZ designed to reduce Indonesia’s reliance on overseas treatment. Backed by a US$150 to 180 million Healthcare Fund and a Biomedical Fund supporting research centers, biobanks, and health innovation, LLV is focusing on established providers while building a strong medical ecosystem. Global partnerships, including with Japan External Trade Organization and MEDRiNG Corporation, alongside collaborations in Australia, Singapore and Malaysia, have driven key milestones such as the 2025 investment in E…

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  🔗 Sumber: dailysocial.id

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  📌 TOPINDIATOURS Update startup: Hypefast eyes IPO 📈, fintech and travel funding re

  Dear subscriber,

  Indonesia’s innovation and investment landscape is becoming more selective and strategic, with companies focusing on scale, integration, and long term value creation amid tighter funding conditions. Moves such as Hypefast’s IPO ambition, renewed early stage investment in travel and fintech, and continued growth in plant based foods reflect investor preference for differentiated and sustainable business models. At the same time, state led initiatives including large scale capital deployment, cross border QRIS expansion, and emerging AI governance frameworks signal a stronger public sector role in shaping market direction. In parallel, Indonesia’s crypto asset market in 2025 shows signs of maturation, with an increasing number of licensed trading providers and transaction values.

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  🚨 What’s New

  • Hypefast Sets the Stage for a 2027 IPO

    Hypefast has publicly set its sights on an IPO by 2027, signaling a maturation phase for Indonesia’s consumer brand roll-up model. The company is doubling down on an integrated retail infrastructure, spanning supply chain, omnichannel distribution, and data-driven brand operations. This move reflects growing investor confidence in scalable, asset-light consumer platforms amid volatile funding conditions. As domestic consumption remains a core growth driver, the strategy positions Hypefast to capture long-term value beyond short-term brand arbitrage.

  • Early-Stage Capital Returns to Travel Innovation

    Early-stage travel startup SPUN has secured initial funding as it looks to reimagine travel planning through a more personalized and community-driven approach. The funding comes as the travel sector continues its post-pandemic recovery, with shifting consumer preferences toward flexible and experience-based travel. Investors appear to be betting on differentiated tech-enabled services rather than traditional OTA models. This signals renewed appetite for niche travel innovation within Southeast Asia’s fragmented tourism ecosystem.

  • UangCermat Deepens Its Fintech Lending Play

    Personal finance platform UangCermat has expanded its fintech lending footprint through new strategic funding, reinforcing its role as a financial marketplace rather than a pure content play. With rising demand for transparent lending options, UangCermat’s positioning bridges consumer education and financial access. This reflects a broader trend where fintech players are consolidating services to improve unit economics. In Indonesia’s underpenetrated credit market, such hybrid models are increasingly relevant.

  • Green Rebel Doubles Down on Plant-Based Growth

    Plant-based food startup Green Rebel Foods has raised fresh capital to accelerate product development and regional expansion. The funding underscores sustained investor interest in alternative proteins despite global funding slowdowns in climate tech. Green Rebel’s focus on taste localization and affordability addresses a critical barrier to mass adoption. This approach aligns with shifting consumer awareness around sustainability and health without relying solely on premium positioning.

  • Danantara Signals Jumbo Capital Deployment

    State-linked investment platform Danantara has revealed plans to deploy up to IDR 235 trillion in investments by 2026, signaling an aggressive push into strategic sectors. The scale of the capital allocation suggests a strong mandate to catalyze long-term national growth rather than short-term returns. Priority areas are expected to include infrastructure, digital economy, and industrial downstreaming. Such large-scale capital mobilization could reshape competitive dynamics across multiple industries. For the private sector, this presents both partnership opport…

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    🔗 Sumber: dailysocial.id

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