North American Morning Briefing: Hopes Build for -3-

U.S. and European Union exports of sensitive, so-called dual-use goods to countries in Russia's neighborhood rose sharply in 2022. So did these countries' shipments of these products to Russia, often by a similar multiple, an analysis of United Nations trade data shows.

Write to paul.larkins@dowjones.com TODAY IN CANADA

Earnings - 1Q unless stated otherwise:

Absolute Software 3Q

Centerra Gold

Constellation Software

Enthusiast Gaming

Fortuna Silver Mines

K-Bro Linen

K92 Mining

Power Corp of Canada 2Q

Premium Brands

Q4

Titanium Transport

Economic Calendar (ET):

0815 Apr Housing Starts

0830 Mar Wholesale Trade

Stocks to Watch:

Orvana Minerals 2Q Rev $22.3M; 2Q EPS $0.00

Paramount Resources Gives Update on Alberta Wildfire: Third-party Wapiti Natural Gas-Processing Facility, Company Fields Again Shut Dn on May 12; About 45,000 Boe/d of Production in Grande Prairie, Kaybob Regions Temporarily Curtailed; Paramount Unaware of Significant Damage or Loss to Material Owned or Third-Party Infrastructure; Paramount Continues to Work With Authorities, Partners to Ensure Personnel Safety, Restore Production

Expected Major Events for Monday

06:00/GER: Apr WPI

06:00/JPN: Apr Preliminary Machine Tool Orders

12:15/CAN: Apr Housing Starts

12:30/CAN: Mar Wholesale trade

12:30/US: May Empire State Manufacturing Survey

13:00/RUS: Weekly International Reserves

20:00/US: Mar Treasury International Capital Data

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Expected Earnings for Monday

Advent Technologies Holdings Inc (ADN) is expected to report for 1Q.

Air Industries Group (AIRI) is expected to report for 1Q.

Alimera Sciences Inc (ALIM) is expected to report for 1Q.

Altus Power Inc (AMPS) is expected to report for 1Q.

Aprea Therapeutics Inc (APRE) is expected to report for 1Q.

Brainstorm Cell Therapeutics Inc (BCLI) is expected to report $-0.17 for 1Q.

Catalent Inc (CTLT) is expected to report $0.19 for 3Q.

Catalyst Biosciences Inc (CBIO) is expected to report $-0.07 for 1Q.

Centerra Gold (CG.T) is expected to report $-0.02 for 1Q.

Clene Inc (CLNN) is expected to report for 1Q.

Dorel Industries - B Shares (DII.A.T,DII.B.T,DIIBF) is expected to report for 1Q.

Dynacor Group Inc (DNG.T) is expected to report for 1Q.

Excellon Resources (EXN.T) is expected to report for 1Q.

Forte Biosciences Inc (FBRX) is expected to report for 1Q.

Fulcrum Therapeutics Inc (FULC) is expected to report for 1Q.

GT Biopharma Inc (GTBP) is expected to report for 1Q.

Galectin Therapeutics (GALT) is expected to report for 1Q.

Gatos Silver Inc (GATO) is expected to report for 1Q.

Jaguar Mining (JAG.T) is expected to report for 1Q.

K92 Mining Inc (KNT.T) is expected to report for 1Q.

Li-Cycle Holdings Corp (LICY) is expected to report for 1Q.

Magenta Therapeutics Inc (MGTA) is expected to report $-0.41 for 1Q.

McCoy Global Inc (MCB.T) is expected to report for 1Q.

Minerva Neurosciences Inc (NERV) is expected to report for 1Q.

Orbital Infrastructure Group Inc (OIG) is expected to report for 1Q.

PDS Biotechnology Corp (PDSB) is expected to report $-0.31 for 1Q.

PolarityTE Inc (PTE) is expected to report for 1Q.

Premium Brands Holdings (PBH.T,PRBZF) is expected to report for 1Q.

SPAR Group Inc (SGRP) is expected to report for 1Q.

Stratus Properties (STRS) is expected to report for 1Q.

TPG Inc (TPG) is expected to report for 1Q.

Terran Orbital Corp (LLAP) is expected to report for 1Q.

Tofutti Brands (TOFB) is expected to report for 1Q.

Trevena Inc (TRVN) is expected to report for 1Q.

Trio-Tech International (TRT) is expected to report for 3Q.

VBI Vaccines Inc (VBIV) is expected to report for 1Q.

Venus Concept Inc (VERO) is expected to report for 1Q.

Vislink Technologies Inc (VISL) is expected to report for 1Q.

Workhorse Group Inc (WKHS) is expected to report $-0.18 for 1Q.

Zynerba Pharmaceuticals Inc (ZYNE) is expected to report $-0.19 for 1Q.

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ANALYST RATINGS ACTIONS

Allakos Raised to Buy From Hold by Jefferies

American States Water Raised to Equal-Weight From Underweight by Wells Fargo

Arrowhead Pharmaceuticals Cut to Market Perform From Outperform by SVB Leerink

Aveanna Healthcare Cut to Market Perform From Strong Buy by Raymond James

Bolt Biotherapeutics Raised to Outperform From Market Perform by SVB Leerink

Bright Horizons Family Cut to Neutral From Buy by Citigroup

Disney Cut to Peer Perform From Outperform by Wolfe Research

Electronic Arts Raised to Buy From Hold by DZ Bank

Enovis Raised to Overweight From Equal-Weight by Wells Fargo

Estee Lauder Cut to Hold From Buy by Argus Research

Fox Corp. Cut to Equal-Weight From Overweight by Wells Fargo

Hecla Mining Cut to Hold From Buy by Cantor Fitzgerald

Home Point Capital Cut to Neutral From Outperform by Credit Suisse

ImmunityBio Cut to Neutral From Overweight by Piper Sandler

Mesa Air Group Raised to Market Perform From Underperform by Raymond James

Montauk Renewables Raised to Hold From Sell by Tudor Pickering

Nauticus Robotics Cut to Neutral From Buy by Chardan Capital

ODP Raised to Buy From Hold by CFRA

PayPal Holdings Cut to Neutral From Outperform by Exane BNP Paribas

SJW Group Cut to Underweight From Equal-Weight by Wells Fargo

Spirit Aerosystems Cut to Hold From Strong Buy by CFRA

Topgolf Callaway Brands Cut to Hold From Buy by CFRA

Twilio Cut to Neutral From Buy by Mizuho

This article is a text version of a Wall Street Journal newsletter published earlier today.

(END) Dow Jones Newswires

May 15, 2023 06:19 ET (10:19 GMT)

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