Morgan Stanley分析师在一份报告中表示，BHP集团BMA煤炭业务2026财年的产量指导范围较宽，这可能在公司关闭Saraji South矿的情况下为其提供一定的灵活性。这家矿业公司预计BMA 2026财年产量为3600万至4000万公吨，并表示尽管决定暂停低利润率的Saraji South矿，但指导目标保持不变。Morgan Stanley分析师称，有潜力在其他地方增产。
分析师表示，作为Saraji矿一部分的Saraji South矿运输距离较长，推高了成本。"宣布的人员减少可能会抵消对中期产量的一些负面影响。"
Morgan Stanley对BHP维持超配评级，目标价为46.50澳元。该股下跌1.0%，至39.905澳元。
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