Business Context and Reporting Period
Advanced Semiconductor Engineering, Inc. (ASE) filed this Form 6-K on January 11, 2005, to announce unaudited consolidated net revenues for the month of December 2004 and the fourth quarter of 2004. The company operates primarily in Kaohsiung and Chung-Li, Taiwan, with majority-owned subsidiaries in Korea and Japan.
Key Financial Metrics
| Period | Net Revenues (NT$ Million) | Sequential Change | Year-over-Year Change |
|---|---|---|---|
| December 2004 | 6,847 | -8.99% | +8.18% |
| Q4 2004 | 22,342 | +1.45% | +21.22% |
| Q4 2003 (Prior Year) | 18,430 | - | - |
The filing text does not provide clear values for profit, cash flow, margins, debt, or liquidity metrics.
Material Changes
- Monthly Trend: December 2004 revenues declined 8.99% sequentially from November 2004 (NT$ 7,524 million).
- Quarterly Trend: Q4 2004 revenues increased 1.45% sequentially from Q3 2004 (NT$ 22,022 million).
- Year-over-Year Growth: Both the month of December and the full quarter of Q4 2004 showed significant growth compared to the same periods in 2003.
Guidance, Outlook, and Risks
The filing text does not provide specific guidance, outlook, management commentary, risks, contingencies, or unusual items beyond the revenue announcement.
Investor Verification Checklist
- Verify the sequential revenue decline in December 2004 against industry seasonality trends.
- Confirm the composition of the 21.22% year-over-year Q4 growth to understand market drivers.
- Review subsequent filings for profit margins and cash flow data, as these were not included in this report.