Samsung, SK Hynix Stocks Soar, Boosting Korea's National Pension Fund
As of January 11, 2026, the National Pension Service (NPS) of Korea saw a significant increase in the valuation of its stock portfolio, largely thanks to the strong performance of two major Korean companies - Samsung Electronics and SK Hynix.
Samsung and SK Hynix Stocks Soar
- Samsung Electronics stock price: Up 20% compared to the end of 2025
- SK Hynix stock price: Up 30% compared to the end of 2025
- The stellar performance of these two companies has driven a substantial increase in the NPS's stock valuation
Sharp Rise in NPS's Stock Valuation
- The NPS's stock portfolio was valued at around 830 trillion won at the end of 2025
- As of January 11, 2026, the valuation has increased by over 50 trillion won to around 880 trillion won
- Buoyed by the overall strength of the Korean stock market, the NPS's investment returns are also expected to improve
Expert Insights
"Samsung Electronics and SK Hynix are leading Korean companies, and their strong performance will have a positive impact on the NPS's investment results. Going forward, the competitiveness of major Korean companies will be a key driver for improving the NPS's investment returns," explained an analyst from ◯◯ Securities.
Future Outlook
- Continued robust performance in memory semiconductors and new business initiatives are expected to further improve Samsung and SK Hynix's earnings
- If the overall strength in the Korean stock market persists, the NPS's investment returns are likely to continue rising
- However, global economic uncertainties, such as a potential slowdown, will require close monitoring
Key Takeaways
- The rise in Samsung and SK Hynix's stock prices has increased the NPS's stock portfolio valuation by over 50 trillion won
- The strong performance of major Korean companies has a positive impact on the NPS's investment returns
- Sustained strength in the Korean stock market is expected to further improve the NPS's investment performance