RBC Capital sees a limited impact from a potential ban on the imports of Chinese inverters on Enphase Energy (ENPH) and SolarEdge Technologies (SEDG) in the firm's solar coverage, but sees Nextpower (NXT) as a "bigger beneficiary from the ban as the Chinese OEM Sungrow has a more significant market share." The firm added that if a similar ban on Chinese inverters is implemented in the EU, then Enphase and SolarEdge "could be larger beneficiaries, as Chinese OEMs have a much higher share in EU." RBC maintained an Outperform rating on Enphase and Nextpower, and maintained a Sector Perform rating, Speculative Risk, on SolarEdge.
