麦格理:必和必拓采取创新做法为铜业务增长提供资金
Group 1 - The core highlight from BHP's recent updates is the $4.3 billion silver streaming transaction, which reflects strong performance and innovative funding for future copper business growth while maintaining yield [1] - BHP's copper business has become its primary revenue source, contributing 51% to the EBITDA in the first half of the year [1] - Macquarie provided an update on BHP's copper growth project reserves, including the capital intensity of the Vicuna and Olympic Dam projects [1] Group 2 - Macquarie maintains a neutral rating on BHP with a target price of AUD 51.00 [1]