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BIZ BUZZ: Is BPI taking away GCash’s biggest edge?

As excitement builds over GCash’s planned initial public offering (IPO), another development in the digital payments space is quietly fueling debate among market watchers: BPI’s decision to scrap

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business.inquirer.net

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business.inquirer.netStai leggendo1 mese fa

BIZ BUZZ: Is BPI taking away GCash’s biggest edge?

As excitement builds over GCash’s planned initial public offering (IPO), another development in the digital payments space is quietly fueling debate among market watchers: BPI’s decision to scrap

originale

rappler.com1 mese fa

[Vantage Point] Can the market handle GCash?

GCash targets an $8B IPO, testing the PSE's capacity to absorb a fintech super-app (94M users, payments + lending + insurance) valued on growth, not assets. For tech leaders, the stress test reveals: payment margins compress under fee competition (Maya, banks), monetization hinges on cross-sell to a largely saturated user base, with structural market illiquidity limiting upside.

Timeline cronologica

lunedì 29 giugno 2026·rappler.com
[Vantage Point] Can the market handle GCash?
If the GCash IPO merely rotates domestic funds among existing listed companies, the success will be more symbolic than transformative
lunedì 29 giugno 2026·business.inquirer.net
Record-breaking: GCash applies for P 92.3-B IPO
INQUIRER FILE PHOTO MANILA, Philippines – The operator of GCash has formally kicked off what could become the biggest stock market debut in Philippine history after filing…

BIZ BUZZ: Is BPI taking away GCash’s biggest edge?

[Vantage Point] Can the market handle GCash?

Timeline cronologica

[Vantage Point] Can the market handle GCash?

Record-breaking: GCash applies for P 92.3-B IPO

BIZ BUZZ: Who really benefits from Gcash’s IPO?

BIZ BUZZ: Is BPI taking away GCash’s biggest edge?