
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.
Key Reports
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.