Edlain Rodriguez

Paper & Packaging and Chemicals
edlain.rodriguez@mizuhogroup.com
212 282 4946

Paper & Packaging


BALL
  Ball Corporation

BERY  Berry Global Group, Inc.

CCK   Crown Holdings, Inc.

SEE   Sealed Air Corporation

Chemicals


ALB   
Albemarle Corp

APD   Air Products and Chemicals Inc

ASH   Ashland Inc

AXTA  Axalta Coating Systems Ltd

CBT   Cabot Corp

CC    Chemours Co/The

CE    Celanese Corp

CF    CF Industries Holdings, Inc.

CTVA  Corteva, Inc.

DD    DuPont de Nemours Inc

DOW   Dow Inc

ECL   Ecolab Inc

EMN   Eastman Chemical Co

ENTG  Entegris Inc

ESI   Element Solutions Inc

FMC   FMC Corporation

GLW   Corning Inc

HUN    Huntsman Corp

IFF   International Flavors & Fragrances Inc

LIN   Linde PLC

LYB   LyondellBasell Industries NV

MOS   The Mosaic Company

NTR   Nutrien Ltd

OEC   Orion SA

OLN   Olin Corp

PPG   PPG Industries Inc

RPM   RPM International Inc

SHW   Sherwin-Williams Co/The

TROX  Tronox Holdings PLC

WLK   Westlake Corp

Differentiated Product

Edlain is part of a 4-person North American Chemicals and Packaging Team that’s known for its significant Wall Street experience (60 man-year), strong Corporate Access, and the breadth (34 chemical and packaging stocks) of industry coverage. The group has done thoughtful analysis of what differentiates specialty chemicals from basics, how basics chemical cycles work, and why EBIT return on adjusted invested capital is the right way to compare profitability over cycles and between the wide range of companies.

Notable Events

Post-earnings call for investors with BALL, BERY, SEE, FMC, and NTR; Mid-Atlantic Bus tour; Chemicals Conference. The bus tour includes executive meetings with Ashland, Axalta, Corteva, DuPont, FMC, IFF, and RPM. Our Materials conference (in conjunction with Chemicals, and Industrials) features a diversified set of packaging, basic & specialty companies.

Analyst Bio

Edlain joined Mizuho in November 2023 as an Analyst covering packaging and chemicals. He works alongside John Roberts covering Chemicals. Edlain brings to Mizuho nearly 20 years of sell-side research experience covering packaging, ag and chemicals having served at several bulge-bracket firms and a leading boutique. He was Runner-Up (#5) in I.I. in 2019 for his work in paper and packaging. Rodriguez holds a BA in Economics from Stony Brook University and an MBA in Finance from the Stern School of Business at New York University.

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