I believe I know the answer 
All these companies have one thing in common, all of them have been growing their operating earnings year over year, beating the expectations of the market as a whole. I have my theory and my thread where I explain this concept:
https://forum.valuepickr.com/t/expectations-value/22744
I know this seems like a self promotion. But it is important to understand that in the myriad of business quality, management quality, market size, Cost of Capital, Interest rate cycles and so many other issues to consider while choosing a business to buy, the key for the market still remain “operating profit growth”. This is why low PE or high PE does not matter. This is why Price to BV does not matter, this is why price to sales does not matter. This is why tax rate changes did not impact valuations in a big way.
Take a list of companies that have given positive returns this financial year, and you will realize that almost all of them have grown their operating earnings at a good click.