Business Context and Reporting Period
Advanced Semiconductor Engineering, Inc. (ASE) filed this Form 6-K on July 8, 2005, to announce unaudited consolidated net revenues for the month of June 2005, the second quarter of 2005, and the first half of 2005. The company operates primarily in Kaohsiung and Chungli, Taiwan, with additional operations through majority-owned subsidiaries in Korea and Japan.
Key Financial Metrics
| Period | Net Revenues (NT$ Million) | Sequential Change | Year-over-Year Change |
|---|---|---|---|
| June 2005 | 6,641 | +10.28% | -10.64% |
| Q2 2005 | 18,819 | +1.34% | -7.25% |
| First Half 2005 | 37,388 | N/A | -0.33% |
The filing provides revenue data only. Information regarding profit, cash flow, margins, debt, and liquidity is not present in this document.
Material Changes
- Monthly Trend: June 2005 revenues increased by 10.28% compared to May 2005 (NT$6,022 million).
- Quarterly Trend: Q2 2005 revenues showed a slight increase of 1.34% compared to Q1 2005 (NT$18,569 million).
- Year-over-Year Decline: Despite sequential growth, revenues for June, Q2, and the first half of 2005 were all lower than the corresponding periods in 2004.
Guidance, Outlook, and Risks
The filing contains no forward-looking guidance, management commentary on future outlook, specific risk factors, or discussion of contingencies and unusual items. The document is strictly a revenue announcement.
Investor Verification Checklist
- Verify the conversion rate of NT$ to USD for accurate valuation analysis.
- Review the full Q2 2005 earnings release for profit margins, operating expenses, and net income, as this filing only covers revenue.
- Confirm the impact of the year-over-year revenue decline on the company's full-year guidance.
- Check subsequent filings for updates on the sequential growth trend observed in June 2005.