Business Context and Reporting Period
Advanced Semiconductor Engineering, Inc. (ASE), a foreign private issuer based in Taiwan, filed this Form 6-K on November 10, 2003. The filing announces unaudited consolidated net revenues and specific packaging operation revenues for the month of October 2003.
Key Financial Metrics
| Metric | Oct 2003 (NT$ Million) | Sep 2003 (NT$ Million) | Oct 2002 (NT$ Million) | Sequential Change | YoY Change |
|---|---|---|---|---|---|
| Consolidated Net Revenues | 5,850 | 5,299 | 4,348 | +10% | +35% |
| Kaohsiung Packaging Net Revenues | 3,205 | 2,938 | 2,400 | +9% | +34% |
The filing does not provide data regarding profit, cash flow, margins, debt, or liquidity for this period.
Material Changes
- Record Highs: Both consolidated net revenues and Kaohsiung packaging operation revenues for October 2003 represent new record highs for the respective entities.
- Growth Trajectory: Consolidated revenues increased 10% sequentially from September 2003 and 35% year-over-year compared to October 2002.
Outlook and Commentary
Management commentary is limited to the announcement of record-breaking revenue figures. The filing does not contain specific guidance, future outlook, risk factors, contingencies, or discussion of unusual items beyond the revenue performance.
Investor Verification Checklist
- Verify the definition of "Consolidated Net Revenues" to confirm inclusion of majority-owned subsidiaries (ASE Test Limited, ASE (Chung Li) Inc., ASE (Korea) Inc., ASE Holding Electronics (Philippines) Inc., and ASE Material Inc.).
- Confirm the exchange rate used to convert NT$ to USD for international financial reporting.
- Review subsequent filings for profit margins and operating expenses, as this report only discloses top-line revenue.