【10/07券商評等報告彙整】胡連(6279) 今日僅1家券商發布績效評等報告，評價為看多，目標價為215元。

胡連(6279)今日僅摩根士丹利證券發布績效評等報告，評價為看多，目標價為215元。
預估 2024年度營收約83.95億元、EPS約12元。

值得注意的是，摩根士丹利證券評等由中立轉向看多，認為：『Hu Lane reported record sales of NT$783mn in September, up 9% MoM and 17% YoY: China shipments remained strong, thanks to outperformance of local Chinese brands and Hu Lane's continuous wallet share gains in key customers. Of note, Hu Lane's order intake in September grew another double-digit MoM, underpinning new record sales in October to November. 3Q24 sales grew 8% QoQ and 14% YoY to NT $2.1bn, approaching the high end of company's raised guidance of 10-15% YoY and coming in slightly higher than consensus' 3Q estimates. 3Q results due on Nov 8 (Fri): Despite favorable utilization, management struck a cautious tone on 3Q gross margin, which will likely trend down QoQ on higher copper price before moving up again in 4Q24 as lower copper prices kick in. This, coupled with stock dividends and potential CB dilutions, will see EPS drop by up to low teens QoQ, in our view. However, these should be largely priced in and we expect 4Q to be the strongest quarter in terms of gross margin and earnings.』。

想知道更多股市相關資訊，可點擊下方連結，從籌碼K線APP查詢哦！
https://www.cmoney.tw/r/2/d04n9s