【摩根大通上调安踏(02020.HK)目标价至142港元 维持“增持”评级】金十数据5月29日讯，摩根大通发表报告，认为安踏体育(02020.HK)今年第二季度至今延续首季的稳定趋势，加上库存状况健康，销售及业绩乐观等因素，上调安踏体育目标价，由140港元升至142港元，维持“增持”评级。摩通维持安踏体育今年零售销售指引，旗下安踏、Fila、其他品牌分别达高单位数、中单位数、超过30%增长。维持今年经营利润率指引，安踏、斐乐、其他品牌分别为20%至25%、约25%，以及25%至30%。不过该行认为，上半年经营利润率可能受库存减值拨回正常化(2024年上半年约3亿元拨回)、政府补助正常化(2024年上半年7.32亿元，部分来自2023财年延迟补助)，以及利率下行(导致利息收入减少)拖累。
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