iM Securities noted that the U.S. airstrike on Iran's nuclear facilities could serve as a turning point for easing Middle Eastern risks.
According to iM Securities and others on the 23rd, the U.S. carried out military action against Iran's nuclear facilities the previous day. This came just 9 days after Israel's airstrike on Iran.
President Trump stated in a post on the social media platform Truth Social, "We have successfully completed an attack on three nuclear facilities in Iran, including Fordow, Natanz, and aespa."
Park Sang-hyun, a researcher at iM Securities, said, "The biggest concern in the financial markets is the repercussions of the U.S. military intervention on Middle Eastern risks," adding that "there is a significant possibility of easing Middle Eastern risks."
Researcher Park noted, "Even considering the armed conflict situation between Israel and Iran, the consensus is that Iran's military response capability is weaker than expected," and added, "There is a possibility that Iran's retaliatory action will be short-term and limited."
Regarding concerns in the financial market over the potential blockade of Iran in the Strait of Hormuz, they analyzed, "Even if a blockade is declared, considering Iran's military capacity, the impact of the blockade may not be significant."
iM Securities also projected that the fallout from the armed conflict between Israel and Iran has increased the justification for postponing the U.S. tariff negotiation deadline beyond the original schedule.
Researcher Park stated, "It is clear that predicting the situation in the Middle East is not easy, but it is not all pessimistic," adding that "if oil prices show a downward stabilizing trend after a short-term surge, it could act as a positive factor in alleviating uncertainty in the global financial markets."