Business Context and Reporting Period
Advanced Semiconductor Engineering, Inc. (ASE), a foreign private issuer based in Taiwan, filed this Form 6-K on February 15, 2005, to report unaudited consolidated net revenues for the month of January 2005. The company operates semiconductor packaging and testing facilities in Kaohsiung and Chung-Li, Taiwan, and through majority-owned subsidiaries in Singapore, Korea, and Japan.
Key Financial Metrics
| Metric | Jan 2005 | Dec 2004 | Jan 2004 |
|---|---|---|---|
| Net Revenues (NT$ Million) | 6,590 | 6,707 | 5,224 |
| Sequential Change | -1.8% | - | - |
| Year-over-Year Change | +26.1% | - | - |
The filing does not provide data on profit, cash flow, margins, debt, or liquidity for this period.
Material Changes
- Sequential Decline: Net revenues decreased by 1.8% compared to December 2004.
- Year-over-Year Growth: Net revenues increased by 26.1% compared to January 2004.
Guidance, Outlook, and Risks
The filing contains no management commentary, forward-looking guidance, risk factors, contingencies, or discussion of unusual items. It is a limited disclosure strictly reporting monthly revenue figures.
Investor Verification Checklist
- Verify the full-year 2004 and 2005 financial statements to contextualize the January 2005 sequential decline.
- Confirm the exchange rate used to convert NT$ to USD for US investor reporting.
- Review subsequent filings for profit margins and operating expenses, as this report only covers top-line revenue.
- Assess the impact of the 1.8% sequential drop on the company's quarterly performance trajectory.