Tuesday, 04 August 2026 · SEA Deal Ticker

SEA Deal Ticker Tue, 04 Aug

Indonesian logistics reprices; the region's compute gets three owners.

New money has stopped pricing Indonesian logistics up: Waresix raises $27.4M below its last mark — DealStreetAsia

Granite Asia, Jungle Ventures and East Ventures took new shares at $92.57 each, under the $99.67 DEG paid in June 2025. Total equity raised now reaches $197.21 million.

Positive-sum angle: Insiders funding a flat-to-down round keep the warehouse and trucking network running for the shippers on it; April's subsidiary IPO already gave Jakarta a public comparable for the sector.
Nine years of truck data was the asset, not the software: McEasy raises $9M Series B — DealStreetAsia

Integra Partners led the equity and InnoVen Capital supplied venture debt, taking Integra to 13.4% and third place behind East Ventures at 22% and Granite Asia at 19%.

Positive-sum angle: Fleet telematics priced for Indonesian operators turns fuel and maintenance guesswork into a forecast, and the same model travels to every SEA market McEasy now targets.
Land, GPUs and connectivity need three owners: SoftBank signs a data-centre pact across four SEA markets — TNGlobal

SB Telecom Singapore, SC ZEUS Data Centers and Robust HPC Group signed an MOU effective August 1, dividing land, GPU clusters and connectivity across Malaysia, Thailand, Indonesia and Vietnam.

Positive-sum angle: Splitting the stack means a Malaysian GPU operator and a Singaporean builder each keep a margin that a single hyperscaler would have taken offshore.