Temasek Reportedly Makes First Investment in S Korea Stocks, Plans to Invest in Samsung Electronics and SK Hynix

According to South Korean media reports, Singapore sovereign wealth fund Temasek has made its first investment in the South Korean stock market and decided to invest in Samsung Electronics and SK Hynix. It has contacted the South Korean government to discuss the timing of the investment deployment.

Temasek reportedly chose to conduct direct investments through internal staff rather than entrusting external asset management companies. A South Korean financial authority official said that after the South Korean government approved single-stock leveraged ETFs, the share prices of Samsung Electronics and SK Hynix experienced extreme volatility. During this period, Temasek proactively contacted the South Korean government to discuss the timing of capital deployment.

The report said Temasek believes that within the artificial intelligence value chain, the semiconductor sector is one of the most undervalued segments. Although the share prices of Samsung Electronics and SK Hynix have surged more than 880% from last year's trough, the move still demonstrates Temasek's confidence in their further upside potential.

The South Korean KOSPI Index rose 5% this morning (12th), while SK Hynix and Samsung Electronics gained more than 8% in South Korea trading. In Hong Kong, XL2CSOPHYNIX (07709.HK) +4.560 (+16.228%) Short selling $2.09B; Ratio 48.995% and XL2CSOPSMSN (07747.HK) +11.420 (+17.387%) Short selling $116.64M; Ratio 13.948% , the daily maximum leverage (2x) products tracking SK Hynix and Samsung Electronics respectively, also surged more than 16%. (mn/u)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-08-11 16:25.)